Geneos Wealth Management’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 | $15.1M | Sell |
73,669
-72,060
| -49% | -$14.7M | 0.37% | 63 |
|
|
2025
Q1 | $24.9M | Buy |
145,729
+90,840
| +165% | +$15.5M | 0.36% | 65 |
|
|
2024
Q4 | $9.99M | Buy |
54,889
+5,185
| +10% | +$943K | 0.35% | 59 |
|
|
2024
Q3 | $8.49M | Sell |
49,704
-186
| -0.4% | -$31.8K | 0.32% | 68 |
|
|
2024
Q2 | $8.46M | Buy |
49,890
+5,306
| +12% | +$899K | 0.38% | 56 |
|
|
2024
Q1 | $6.33M | Buy |
44,584
+28,022
| +169% | +$3.98M | 0.29% | 78 |
|
|
2023
Q4 | $2.44M | Buy |
16,562
+2,726
| +20% | +$402K | 0.12% | 200 |
|
|
2023
Q3 | $1.62M | Buy |
13,836
+3,594
| +35% | +$421K | 0.08% | 246 |
|
|
2023
Q2 | $1.31M | Sell |
10,242
-212
| -2% | -$27.1K | 0.07% | 271 |
|
|
2023
Q1 | $1.04M | Sell |
10,454
-550
| -5% | -$54.9K | 0.06% | 280 |
|
|
2022
Q4 | $768K | Sell |
11,004
-1,856
| -14% | -$129K | 0.05% | 327 |
|
|
2022
Q3 | $1.05M | Sell |
12,860
-796
| -6% | -$65.2K | 0.07% | 246 |
|
|
2022
Q2 | $1.16M | Sell |
13,656
-4,110
| -23% | -$348K | 0.06% | 286 |
|
|
2022
Q1 | $1.84M | Buy |
17,766
+138
| +0.8% | +$14.3K | 0.08% | 238 |
|
|
2021
Q4 | $1.64M | Buy |
17,628
+2,322
| +15% | +$215K | 0.06% | 283 |
|
|
2021
Q3 | $1.24M | Buy |
15,306
+6,864
| +81% | +$557K | 0.05% | 327 |
|
|
2021
Q2 | $524K | Sell |
8,442
-5,634
| -40% | -$350K | 0.02% | 553 |
|
|
2021
Q1 | $829K | Buy |
14,076
+174
| +1% | +$10.2K | 0.02% | 481 |
|
|
2020
Q4 | $451K | Buy |
13,902
+7,692
| +124% | +$250K | 0.02% | 568 |
|
|
2020
Q3 | $250K | Sell |
6,210
-1,854
| -23% | -$74.6K | 0.01% | 611 |
|
|
2020
Q2 | $302K | Sell |
8,064
-288
| -3% | -$10.8K | 0.02% | 549 |
|
|
2020
Q1 | $226K | Buy |
8,352
+5,292
| +173% | +$143K | 0.02% | 574 |
|
|
2019
Q4 | $118K | Buy |
3,060
+1,134
| +59% | +$43.7K | 0.01% | 886 |
|
|
2019
Q3 | $64K | Sell |
1,926
-300
| -13% | -$9.97K | ﹤0.01% | 1070 |
|
|
2019
Q2 | $75K | Buy |
2,226
+600
| +37% | +$20.2K | ﹤0.01% | 1015 |
|
|
2019
Q1 | $65K | Buy |
1,626
+120
| +8% | +$4.8K | ﹤0.01% | 1017 |
|
|
2018
Q4 | $46K | Sell |
1,506
-1,374
| -48% | -$42K | ﹤0.01% | 1134 |
|
|
2018
Q3 | $108K | Buy |
2,880
+1,530
| +113% | +$57.4K | 0.01% | 856 |
|
|
2018
Q2 | $46K | Hold |
1,350
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q1 | $40K | Hold |
1,350
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q4 | $32K | Buy |
1,350
+1,080
| +400% | +$25.6K | ﹤0.01% | 1201 |
|
|
2017
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 1724 |
|
|
2017
Q2 | $6K | Sell |
270
-36
| -12% | -$800 | ﹤0.01% | 1684 |
|
|
2017
Q1 | $5K | Sell |
306
-654
| -68% | -$10.7K | ﹤0.01% | 1690 |
|
|
2016
Q4 | $20K | Buy |
960
+384
| +67% | +$8K | ﹤0.01% | 1188 |
|
|
2016
Q3 | $15K | Buy |
576
+306
| +113% | +$7.97K | ﹤0.01% | 1237 |
|
|
2016
Q2 | $5K | Sell |
270
-66
| -20% | -$1.22K | ﹤0.01% | 1526 |
|
|
2016
Q1 | $9K | Buy |
+336
| New | +$9K | ﹤0.01% | 1348 |
|