Fiduciary 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 | $19.8M | Buy |
96,905
+1,537
| +2% | +$315K | 0.24% | 64 |
|
|
2025
Q1 | $16.3M | Buy |
95,368
+1,104
| +1% | +$188K | 0.21% | 71 |
|
|
2024
Q4 | $17.2M | Buy |
94,264
+1,614
| +2% | +$294K | 0.23% | 66 |
|
|
2024
Q3 | $15.8M | Buy |
92,650
+29,222
| +46% | +$4.99M | 0.22% | 70 |
|
|
2024
Q2 | $10.8M | Buy |
63,428
+35,798
| +130% | +$6.07M | 0.16% | 92 |
|
|
2024
Q1 | $3.93M | Buy |
27,630
+6,536
| +31% | +$929K | 0.06% | 180 |
|
|
2023
Q4 | $3.11M | Buy |
21,094
+1,354
| +7% | +$200K | 0.05% | 199 |
|
|
2023
Q3 | $2.31M | Buy |
19,740
+814
| +4% | +$95.4K | 0.04% | 221 |
|
|
2023
Q2 | $2.42M | Buy |
18,926
+652
| +4% | +$83.3K | 0.04% | 220 |
|
|
2023
Q1 | $1.83M | Buy |
18,274
+2,984
| +20% | +$298K | 0.03% | 241 |
|
|
2022
Q4 | $1.07M | Buy |
15,290
+2,006
| +15% | +$140K | 0.02% | 326 |
|
|
2022
Q3 | $1.09M | Buy |
13,284
+570
| +4% | +$46.7K | 0.02% | 304 |
|
|
2022
Q2 | $1.05M | Sell |
12,714
-1,392
| -10% | -$115K | 0.02% | 320 |
|
|
2022
Q1 | $1.46M | Buy |
14,106
+1,710
| +14% | +$177K | 0.03% | 293 |
|
|
2021
Q4 | $1.15M | Buy |
12,396
+2,754
| +29% | +$255K | 0.02% | 325 |
|
|
2021
Q3 | $770K | Buy |
+9,642
| New | +$770K | 0.01% | 384 |
|
|
2020
Q1 | – | Sell |
-6,426
| Closed | -$248K | – | 522 |
|
|
2019
Q4 | $248K | Sell |
6,426
-1,050
| -14% | -$40.5K | 0.01% | 473 |
|
|
2019
Q3 | $254K | Sell |
7,476
-3,360
| -31% | -$114K | 0.01% | 465 |
|
|
2019
Q2 | $368K | Sell |
10,836
-7,524
| -41% | -$256K | 0.01% | 395 |
|
|
2019
Q1 | $743K | Buy |
18,360
+546
| +3% | +$22.1K | 0.02% | 291 |
|
|
2018
Q4 | $559K | Buy |
17,814
+8,160
| +85% | +$256K | 0.02% | 306 |
|
|
2018
Q3 | $362K | Hold |
9,654
| – | – | 0.01% | 374 |
|
|
2018
Q2 | $331K | Hold |
9,654
| – | – | 0.01% | 383 |
|
|
2018
Q1 | $292K | Hold |
9,654
| – | – | 0.01% | 391 |
|
|
2017
Q4 | $233K | Sell |
9,654
-5,496
| -36% | -$133K | 0.01% | 402 |
|
|
2017
Q3 | $364K | Buy |
15,150
+804
| +6% | +$19.3K | 0.01% | 350 |
|
|
2017
Q2 | $320K | Buy |
+14,346
| New | +$320K | 0.01% | 374 |
|
|
2017
Q1 | – | Sell |
-12,054
| Closed | -$251K | – | 443 |
|
|
2016
Q4 | $251K | Buy |
12,054
+3,024
| +33% | +$63K | 0.01% | 409 |
|
|
2016
Q3 | $240K | Buy |
+9,030
| New | +$240K | 0.01% | 410 |
|
|
2016
Q2 | – | Sell |
-14,580
| Closed | -$396K | – | 433 |
|
|
2016
Q1 | $396K | Buy |
+14,580
| New | +$396K | 0.01% | 352 |
|