Evercore Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $707K | Buy |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $238K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $255K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Sell |
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|
2016
Q4 | $44K | Hold |
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|
2016
Q3 | $56K | Sell |
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|
2016
Q2 | $58K | Buy |
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|
2016
Q1 | $5K | Buy |
|