Financial Advocates Investment Management’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 | $1.22M | Sell |
5,946
-8,097
| -58% | -$1.66M | 0.1% | 198 |
|
|
2025
Q1 | $2.4M | Buy |
14,043
+179
| +1% | +$30.5K | 0.17% | 144 |
|
|
2024
Q4 | $2.52M | Buy |
13,864
+3,136
| +29% | +$571K | 0.14% | 154 |
|
|
2024
Q3 | $1.83M | Buy |
10,728
+778
| +8% | +$133K | 0.1% | 195 |
|
|
2024
Q2 | $1.69M | Sell |
9,950
-372
| -4% | -$63.1K | 0.1% | 190 |
|
|
2024
Q1 | $1.47M | Sell |
10,322
-20,742
| -67% | -$2.95M | 0.08% | 233 |
|
|
2023
Q4 | $4.58M | Buy |
31,064
+840
| +3% | +$124K | 0.3% | 77 |
|
|
2023
Q3 | $3.54M | Buy |
30,224
+1,896
| +7% | +$222K | 0.26% | 97 |
|
|
2023
Q2 | $3.62M | Buy |
28,328
+15,908
| +128% | +$2.03M | 0.26% | 95 |
|
|
2023
Q1 | $1.24M | Sell |
12,420
-488
| -4% | -$48.7K | 0.09% | 242 |
|
|
2022
Q4 | $901K | Buy |
12,908
+5,176
| +67% | +$361K | 0.07% | 307 |
|
|
2022
Q3 | $566K | Buy |
7,732
+1,330
| +21% | +$97.4K | 0.05% | 373 |
|
|
2022
Q2 | $527K | Buy |
6,402
+1,230
| +24% | +$101K | 0.04% | 388 |
|
|
2022
Q1 | $537K | Buy |
5,172
+2,622
| +103% | +$272K | 0.04% | 418 |
|
|
2021
Q4 | $237K | Buy |
+2,550
| New | +$237K | 0.01% | 678 |
|