Global Financial Private Client’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $744K | Sell |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $5.09K | Hold |
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|
2022
Q2 | $5.08K | Hold |
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|
2022
Q1 | $6.11K | Hold |
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|
2021
Q4 | $5.57K | Hold |
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|
2021
Q3 | $4.87K | Hold |
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|
2021
Q2 | $3.71K | Hold |
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|
2021
Q1 | $3.28K | Sell |
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|
2020
Q4 | $4.03K | Sell |
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|
2020
Q3 | $13.9K | Sell |
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|
2020
Q2 | $13.3K | Hold |
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|
2020
Q1 | $9.5K | Sell |
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|
2019
Q4 | $172K | Buy |
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