FCA
FLC Capital Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
8,177
+2
| +0% | +$409 | 0.35% | 49 |
|
|
2025
Q1 | $1.39M | Buy |
8,175
+105
| +1% | +$17.9K | 0.31% | 51 |
|
|
2024
Q4 | $1.47M | Buy |
8,070
+4,035
| +100% | +$734K | 0.34% | 48 |
|
|
2024
Q3 | $1.38M | Buy |
4,035
+30
| +0.7% | +$10.3K | 0.32% | 48 |
|
|
2024
Q2 | $1.36M | Hold |
4,005
| – | – | 0.33% | 49 |
|
|
2024
Q1 | $1.14M | Hold |
4,005
| – | – | 0.29% | 52 |
|
|
2023
Q4 | $1.18M | Buy |
4,005
+270
| +7% | +$79.6K | 0.32% | 51 |
|
|
2023
Q3 | $876K | Hold |
3,735
| – | – | 0.27% | 57 |
|
|
2023
Q2 | $954K | Hold |
3,735
| – | – | 0.28% | 54 |
|
|
2023
Q1 | $746K | Hold |
3,735
| – | – | 0.23% | 68 |
|
|
2022
Q4 | $521K | Buy |
3,735
+1,215
| +48% | +$170K | 0.16% | 91 |
|
|
2022
Q3 | $413K | Buy |
2,520
+1,337
| +113% | +$219K | 0.14% | 107 |
|
|
2022
Q2 | $584K | Hold |
1,183
| – | – | 0.19% | 91 |
|
|
2022
Q1 | $736K | Hold |
1,183
| – | – | 0.21% | 87 |
|
|
2021
Q4 | $659K | Sell |
1,183
-150
| -11% | -$83.6K | 0.18% | 99 |
|
|
2021
Q3 | $639K | Buy |
1,333
+51
| +4% | +$24.4K | 0.19% | 101 |
|
|
2021
Q2 | $476K | Hold |
1,282
| – | – | 0.14% | 114 |
|
|
2021
Q1 | $413K | Buy |
1,282
+150
| +13% | +$48.3K | 0.13% | 115 |
|
|
2020
Q4 | $402K | Hold |
1,132
| – | – | 0.13% | 104 |
|
|
2020
Q3 | $271K | Sell |
1,132
-475
| -30% | -$114K | 0.1% | 113 |
|
|
2020
Q2 | $379K | Buy |
+1,607
| New | +$379K | 0.15% | 92 |
|