Fort Sheridan Advisors’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 | $4.5M | Buy |
22,010
+905
| +4% | +$185K | 0.64% | 34 |
|
|
2025
Q1 | $3.6M | Buy |
21,105
+145
| +0.7% | +$24.7K | 0.55% | 38 |
|
|
2024
Q4 | $3.81M | Buy |
20,960
+40
| +0.2% | +$7.28K | 0.56% | 34 |
|
|
2024
Q3 | $3.58M | Buy |
20,920
+6
| +0% | +$1.03K | 0.54% | 38 |
|
|
2024
Q2 | $3.54M | Buy |
20,914
+2,640
| +14% | +$447K | 0.57% | 38 |
|
|
2024
Q1 | $2.6M | Buy |
18,274
+1,406
| +8% | +$200K | 0.49% | 41 |
|
|
2023
Q4 | $2.49M | Sell |
16,868
-102
| -0.6% | -$15K | 0.5% | 39 |
|
|
2023
Q3 | $1.99M | Buy |
16,970
+1,914
| +13% | +$224K | 0.45% | 46 |
|
|
2023
Q2 | $1.92M | Buy |
15,056
+552
| +4% | +$70.5K | 0.44% | 44 |
|
|
2023
Q1 | $1.45M | Buy |
14,504
+844
| +6% | +$84.3K | 0.37% | 49 |
|
|
2022
Q4 | $953K | Buy |
13,660
+634
| +5% | +$44.2K | 0.31% | 57 |
|
|
2022
Q3 | $1.07M | Buy |
13,026
+3,564
| +38% | +$292K | 0.36% | 54 |
|
|
2022
Q2 | $779K | Buy |
9,462
+2,538
| +37% | +$209K | 0.25% | 72 |
|
|
2022
Q1 | $718K | Buy |
6,924
+546
| +9% | +$56.6K | 0.21% | 81 |
|
|
2021
Q4 | $592K | Hold |
6,378
| – | – | 0.17% | 96 |
|
|
2021
Q3 | $509K | Buy |
+6,378
| New | +$509K | 0.17% | 103 |
|