Equitable Trust’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
2,576
-82
| -3% | -$16.8K | 0.03% | 304 |
|
|
2025
Q1 | $454K | Hold |
2,658
| – | – | 0.03% | 325 |
|
|
2024
Q4 | $484K | Hold |
2,658
| – | – | 0.03% | 326 |
|
|
2024
Q3 | $454K | Buy |
2,658
+82
| +3% | +$14K | 0.03% | 331 |
|
|
2024
Q2 | $437K | Buy |
2,576
+176
| +7% | +$29.8K | 0.03% | 319 |
|
|
2024
Q1 | $341K | Buy |
+2,400
| New | +$341K | 0.02% | 358 |
|
|
2022
Q4 | – | Sell |
-2,472
| Closed | -$202K | – | 412 |
|
|
2022
Q3 | $202K | Hold |
2,472
| – | – | 0.02% | 371 |
|
|
2022
Q2 | $204K | Sell |
2,472
-54
| -2% | -$4.46K | 0.02% | 379 |
|
|
2022
Q1 | $262K | Buy |
+2,526
| New | +$262K | 0.02% | 353 |
|