EWM
Evercore Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
3,784
| – | – | 0.01% | 232 |
|
|
2025
Q1 | $646K | Sell |
3,784
-104
| -3% | -$17.7K | 0.01% | 252 |
|
|
2024
Q4 | $707K | Buy |
3,888
+2,324
| +149% | +$423K | 0.01% | 245 |
|
|
2024
Q3 | $535K | Hold |
1,564
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $530K | Sell |
1,564
-9
| -0.6% | -$3.05K | 0.01% | 269 |
|
|
2024
Q1 | $447K | Buy |
1,573
+156
| +11% | +$44.3K | 0.01% | 295 |
|
|
2023
Q4 | $418K | Buy |
1,417
+12
| +0.9% | +$3.54K | 0.01% | 298 |
|
|
2023
Q3 | $329K | Buy |
1,405
+40
| +3% | +$9.38K | 0.01% | 307 |
|
|
2023
Q2 | $349K | Hold |
1,365
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $273K | Buy |
+1,365
| New | +$273K | 0.01% | 342 |
|
|
2022
Q4 | – | Sell |
-1,314
| Closed | -$215K | – | 405 |
|
|
2022
Q3 | $215K | Buy |
1,314
+876
| +200% | +$143K | ﹤0.01% | 362 |
|
|
2022
Q2 | $216K | Hold |
438
| – | – | ﹤0.01% | 369 |
|
|
2022
Q1 | $273K | Sell |
438
-58
| -12% | -$36.2K | ﹤0.01% | 372 |
|
|
2021
Q4 | $276K | Hold |
496
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $238K | Buy |
+496
| New | +$238K | ﹤0.01% | 392 |
|
|
2021
Q1 | – | Sell |
-717
| Closed | -$255K | – | 440 |
|
|
2020
Q4 | $255K | Buy |
+717
| New | +$255K | 0.01% | 385 |
|
|
2018
Q1 | – | Sell |
-46
| Closed | -$7K | – | 668 |
|
|
2017
Q4 | $7K | Hold |
46
| – | – | ﹤0.01% | 835 |
|
|
2017
Q3 | $7K | Buy |
+46
| New | +$7K | ﹤0.01% | 818 |
|
|
2017
Q2 | – | Sell |
-29
| Closed | -$3K | – | 1023 |
|
|
2017
Q1 | $3K | Sell |
29
-320
| -92% | -$33.1K | ﹤0.01% | 934 |
|
|
2016
Q4 | $44K | Hold |
349
| – | – | ﹤0.01% | 629 |
|
|
2016
Q3 | $56K | Sell |
349
-119
| -25% | -$19.1K | ﹤0.01% | 577 |
|
|
2016
Q2 | $58K | Buy |
468
+439
| +1,514% | +$54.4K | ﹤0.01% | 549 |
|
|
2016
Q1 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 861 |
|