First American 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 | $7.8M | Sell |
38,121
-248
| -0.6% | -$50.8K | 0.62% | 54 |
|
2025
Q1 | $6.55M | Buy |
38,369
+1,777
| +5% | +$303K | 0.6% | 56 |
|
2024
Q4 | $6.66M | Buy |
36,592
+1,170
| +3% | +$213K | 0.66% | 51 |
|
2024
Q3 | $6.05M | Buy |
35,422
+14,144
| +66% | +$2.42M | 0.6% | 58 |
|
2024
Q2 | $3.61M | Buy |
21,278
+474
| +2% | +$80.3K | 0.36% | 78 |
|
2024
Q1 | $2.96M | Buy |
20,804
+2,062
| +11% | +$293K | 0.31% | 87 |
|
2023
Q4 | $2.76M | Buy |
+18,742
| New | +$2.76M | 0.34% | 79 |
|
2022
Q2 | – | Sell |
-2,196
| Closed | -$228K | – | 170 |
|
2022
Q1 | $228K | Buy |
+2,196
| New | +$228K | 0.03% | 153 |
|