Global Financial Private Client’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 | $1.14M | Buy |
5,587
+1,178
| +27% | +$241K | 0.43% | 69 |
|
|
2025
Q1 | $752K | Buy |
4,409
+59
| +1% | +$10.1K | 0.29% | 97 |
|
|
2024
Q4 | $792K | Sell |
4,350
-2
| -0% | -$364 | 0.3% | 92 |
|
|
2024
Q3 | $744K | Sell |
4,352
-456
| -9% | -$77.9K | 0.29% | 96 |
|
|
2024
Q2 | $815K | Buy |
4,808
+90
| +2% | +$15.3K | 0.34% | 81 |
|
|
2024
Q1 | $659K | Buy |
4,718
+806
| +21% | +$113K | 0.28% | 98 |
|
|
2023
Q4 | $577K | Buy |
3,912
+274
| +8% | +$40.4K | 0.27% | 100 |
|
|
2023
Q3 | $431K | Sell |
3,638
-6
| -0.2% | -$710 | 0.22% | 105 |
|
|
2023
Q2 | $464K | Sell |
3,644
-770
| -17% | -$98K | 0.23% | 105 |
|
|
2023
Q1 | $433K | Sell |
4,414
-92
| -2% | -$9.03K | 0.22% | 104 |
|
|
2022
Q4 | $314K | Buy |
4,506
+4,446
| +7,410% | +$310K | 0.18% | 109 |
|
|
2022
Q3 | $5.09K | Hold |
60
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $5.08K | Hold |
60
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $6.11K | Hold |
60
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $5.57K | Hold |
60
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $4.87K | Hold |
60
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $3.71K | Hold |
60
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $3.28K | Sell |
60
-6
| -9% | -$328 | ﹤0.01% | 388 |
|
|
2020
Q4 | $4.03K | Sell |
66
-264
| -80% | -$16.1K | ﹤0.01% | 369 |
|
|
2020
Q3 | $13.9K | Sell |
330
-18
| -5% | -$756 | 0.01% | 287 |
|
|
2020
Q2 | $13.3K | Hold |
348
| – | – | 0.01% | 317 |
|
|
2020
Q1 | $9.5K | Sell |
348
-4,104
| -92% | -$112K | 0.01% | 356 |
|
|
2019
Q4 | $172K | Buy |
+4,452
| New | +$172K | 0.14% | 121 |
|