FineMark National Bank & 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 | $13.5M | Sell |
65,854
-387
| -0.6% | -$79.2K | 0.46% | 62 |
|
|
2025
Q1 | $11.3M | Buy |
66,241
+2,936
| +5% | +$501K | 0.41% | 74 |
|
|
2024
Q4 | $11.5M | Buy |
63,305
+385
| +0.6% | +$70.1K | 0.4% | 75 |
|
|
2024
Q3 | $10.8M | Buy |
62,920
+5,680
| +10% | +$971K | 0.37% | 77 |
|
|
2024
Q2 | $9.7M | Buy |
57,240
+44,660
| +355% | +$7.57M | 0.36% | 79 |
|
|
2024
Q1 | $1.79M | Buy |
12,580
+1,466
| +13% | +$208K | 0.07% | 157 |
|
|
2023
Q4 | $1.64M | Buy |
11,114
+952
| +9% | +$140K | 0.07% | 162 |
|
|
2023
Q3 | $1.19M | Buy |
10,162
+1,854
| +22% | +$217K | 0.05% | 177 |
|
|
2023
Q2 | $1.06M | Buy |
8,308
+958
| +13% | +$122K | 0.04% | 192 |
|
|
2023
Q1 | $734K | Buy |
7,350
+642
| +10% | +$64.1K | 0.03% | 224 |
|
|
2022
Q4 | $468K | Buy |
6,708
+2,568
| +62% | +$179K | 0.02% | 266 |
|
|
2022
Q3 | $339K | Sell |
4,140
-798
| -16% | -$65.3K | 0.02% | 298 |
|
|
2022
Q2 | $406K | Buy |
4,938
+144
| +3% | +$11.8K | 0.02% | 298 |
|
|
2022
Q1 | $497K | Buy |
4,794
+30
| +0.6% | +$3.11K | 0.02% | 287 |
|
|
2021
Q4 | $442K | Hold |
4,764
| – | – | 0.02% | 319 |
|
|
2021
Q3 | $380K | Buy |
4,764
+120
| +3% | +$9.57K | 0.02% | 321 |
|
|
2021
Q2 | $288K | Buy |
4,644
+192
| +4% | +$11.9K | 0.01% | 380 |
|
|
2021
Q1 | $239K | Buy |
4,452
+300
| +7% | +$16.1K | 0.01% | 397 |
|
|
2020
Q4 | $246K | Buy |
+4,152
| New | +$246K | 0.01% | 368 |
|
|
2018
Q4 | – | Sell |
-7,038
| Closed | -$264K | – | 351 |
|
|
2018
Q3 | $264K | Sell |
7,038
-312
| -4% | -$11.7K | 0.02% | 274 |
|
|
2018
Q2 | $252K | Buy |
7,350
+42
| +0.6% | +$1.44K | 0.02% | 340 |
|
|
2018
Q1 | $221K | Buy |
+7,308
| New | +$221K | 0.01% | 355 |
|
|
2017
Q4 | – | Sell |
-8,454
| Closed | -$203K | – | 380 |
|
|
2017
Q3 | $203K | Sell |
8,454
-3,690
| -30% | -$88.6K | 0.01% | 352 |
|
|
2017
Q2 | $271K | Sell |
12,144
-224,934
| -95% | -$5.02M | 0.02% | 298 |
|
|
2017
Q1 | $4.45M | Buy |
237,078
+23,052
| +11% | +$433K | 0.33% | 85 |
|
|
2016
Q4 | $4.46M | Sell |
214,026
-17,238
| -7% | -$359K | 0.36% | 70 |
|
|
2016
Q3 | $5.21M | Buy |
231,264
+115,242
| +99% | +$2.6M | 0.56% | 50 |
|
|
2016
Q2 | $2.37M | Buy |
116,022
+25,092
| +28% | +$513K | 0.26% | 91 |
|
|
2016
Q1 | $2.47M | Buy |
90,930
+89,976
| +9,431% | +$2.45M | 0.29% | 89 |
|
|
2015
Q4 | $28K | Sell |
954
-2,190
| -70% | -$64.3K | ﹤0.01% | 750 |
|
|
2015
Q3 | $90K | Buy |
+3,144
| New | +$90K | 0.01% | 483 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$29K | – | 1465 |
|
|
2015
Q1 | $29K | Buy |
+1,200
| New | +$29K | ﹤0.01% | 794 |
|