Financial Counselors Inc’s Palo Alto Networks PANW Stock Holding History

Financial Counselors Inc’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-72,811	Closed	-$12.4M	–	389
2025 Q1	$12.4M	Buy	72,811 +1,798	+3%	+$307K	0.19%	128
2024 Q4	$12.9M	Sell	71,013 -7,213	-9%	-$1.31M	0.19%	125
2024 Q3	$13.4M	Buy	78,226 +4,954	+7%	+$847K	0.2%	123
2024 Q2	$12.4M	Buy	73,272 +17,814	+32%	+$3.02M	0.2%	118
2024 Q1	$7.88M	Buy	55,458 +2,862	+5%	+$407K	0.13%	153
2023 Q4	$7.75M	Sell	52,596 -3,870	-7%	-$571K	0.14%	150
2023 Q3	$6.62M	Buy	56,466 +388	+0.7%	+$45.5K	0.13%	159
2023 Q2	$7.16M	Buy	56,078 +7,078	+14%	+$904K	0.15%	148
2023 Q1	$4.89M	Buy	49,000 +150	+0.3%	+$15K	0.11%	170
2022 Q4	$3.41M	Sell	48,850 -9,428	-16%	-$658K	0.08%	204
2022 Q3	$4.77M	Buy	58,278 +5,046	+9%	+$413K	0.12%	163
2022 Q2	$4.38M	Buy	53,232 +21,180	+66%	+$1.74M	0.1%	179
2022 Q1	$3.33M	Buy	+32,052	New	+$3.33M	0.07%	212
2021 Q4	–	Sell	-4,524	Closed	-$361K	–	537
2021 Q3	$361K	Sell	4,524 -2,976	-40%	-$237K	0.01%	418
2021 Q2	$464K	Hold	7,500	–	–	0.01%	383
2021 Q1	$403K	Buy	7,500 +108	+1%	+$5.8K	0.01%	390
2020 Q4	$438K	Sell	7,392 -756	-9%	-$44.8K	0.01%	381
2020 Q3	$332K	Buy	8,148 +2,394	+42%	+$97.5K	0.01%	389
2020 Q2	$220K	Buy	+5,754	New	+$220K	0.01%	465
2020 Q1	–	Sell	-61,128	Closed	-$2.36M	–	536
2019 Q4	$2.36M	Buy	61,128 +1,146	+2%	+$44.2K	0.08%	210
2019 Q3	$2.04M	Buy	59,982 +13,068	+28%	+$444K	0.08%	213
2019 Q2	$1.59M	Buy	46,914 +2,988	+7%	+$101K	0.06%	235
2019 Q1	$1.78M	Buy	43,926 +1,872	+4%	+$75.8K	0.08%	218
2018 Q4	$1.32M	Buy	42,054 +3,318	+9%	+$104K	0.07%	236
2018 Q3	$1.45M	Sell	38,736 -8,880	-19%	-$333K	0.06%	242
2018 Q2	$1.63M	Buy	47,616 +3,270	+7%	+$112K	0.08%	227
2018 Q1	$1.34M	Buy	+44,346	New	+$1.34M	0.06%	248
2016 Q2	$851K	Sell	41,622 -2,364	-5%	-$48.3K	0.05%	270
2016 Q1	$1.2M	Buy	43,986 +20,586	+88%	+$560K	0.07%	230
2015 Q4	$687K	Buy	+23,400	New	+$687K	0.04%	283