Global Retirement Partners’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 | $3.49M | Buy |
+17,031
| New | +$3.49M | 0.09% | 209 |
|
|
2024
Q4 | $1.34M | Sell |
7,340
-182
| -2% | -$33.1K | 0.04% | 387 |
|
|
2024
Q3 | $1.29M | Sell |
7,522
-712
| -9% | -$122K | 0.04% | 377 |
|
|
2024
Q2 | $1.4M | Buy |
8,234
+686
| +9% | +$116K | 0.04% | 350 |
|
|
2024
Q1 | $1.07M | Buy |
7,548
+2,712
| +56% | +$385K | 0.04% | 348 |
|
|
2023
Q4 | $803K | Buy |
4,836
+248
| +5% | +$41.2K | 0.03% | 386 |
|
|
2023
Q3 | $542K | Buy |
4,588
+636
| +16% | +$75.2K | 0.03% | 418 |
|
|
2023
Q2 | $505K | Buy |
3,952
+54
| +1% | +$6.9K | 0.02% | 444 |
|
|
2023
Q1 | $346K | Buy |
3,898
+1,042
| +36% | +$92.6K | 0.02% | 515 |
|
|
2022
Q4 | $199K | Sell |
2,856
-408
| -13% | -$28.5K | 0.01% | 595 |
|
|
2022
Q3 | $280K | Buy |
3,264
+636
| +24% | +$54.6K | 0.02% | 484 |
|
|
2022
Q2 | $216K | Sell |
2,628
-42
| -2% | -$3.45K | 0.02% | 534 |
|
|
2022
Q1 | $212K | Buy |
+2,670
| New | +$212K | 0.02% | 539 |
|
|
2021
Q4 | – | Sell |
-2,946
| Closed | -$235K | – | 1313 |
|
|
2021
Q3 | $235K | Buy |
2,946
+420
| +17% | +$33.5K | 0.02% | 438 |
|
|
2021
Q2 | $156K | Buy |
2,526
+900
| +55% | +$55.6K | 0.02% | 521 |
|
|
2021
Q1 | $87K | Sell |
1,626
-582
| -26% | -$31.1K | 0.01% | 602 |
|
|
2020
Q4 | $131K | Buy |
2,208
+72
| +3% | +$4.27K | 0.02% | 473 |
|
|
2020
Q3 | $87K | Hold |
2,136
| – | – | 0.01% | 509 |
|
|
2020
Q2 | $82K | Buy |
2,136
+48
| +2% | +$1.84K | 0.01% | 524 |
|
|
2020
Q1 | $57K | Buy |
2,088
+810
| +63% | +$22.1K | 0.01% | 534 |
|
|
2019
Q4 | $49K | Hold |
1,278
| – | – | 0.01% | 649 |
|
|
2019
Q3 | $43K | Buy |
1,278
+78
| +7% | +$2.62K | 0.01% | 659 |
|
|
2019
Q2 | $41K | Buy |
1,200
+600
| +100% | +$20.5K | 0.01% | 654 |
|
|
2019
Q1 | $24K | Buy |
+600
| New | +$24K | 0.01% | 762 |
|
|
2018
Q4 | – | Sell |
-630
| Closed | -$24K | – | 1529 |
|
|
2018
Q3 | $24K | Buy |
630
+600
| +2,000% | +$22.9K | 0.01% | 757 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1480 |
|
|
2018
Q1 | $1K | Sell |
30
-612
| -95% | -$20.4K | ﹤0.01% | 1431 |
|
|
2017
Q4 | $16K | Buy |
+642
| New | +$16K | ﹤0.01% | 782 |
|
|
2017
Q2 | – | Sell |
-378
| Closed | -$7K | – | 1162 |
|
|
2017
Q1 | $7K | Sell |
378
-264
| -41% | -$4.89K | ﹤0.01% | 837 |
|
|
2016
Q4 | $13K | Buy |
+642
| New | +$13K | 0.01% | 620 |
|