GI
Gradient Investments’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
152,520
+7,423
| +5% | +$1.52M | 0.57% | 60 |
|
|
2025
Q1 | $24.8M | Buy |
145,097
+19,572
| +16% | +$3.34M | 0.5% | 69 |
|
|
2024
Q4 | $22.8M | Buy |
125,525
+60,982
| +94% | +$11.1M | 0.46% | 64 |
|
|
2024
Q3 | $22.1M | Sell |
64,543
-16,201
| -20% | -$5.54M | 0.46% | 66 |
|
|
2024
Q2 | $27.4M | Buy |
80,744
+7,560
| +10% | +$2.56M | 0.61% | 51 |
|
|
2024
Q1 | $20.8M | Sell |
73,184
-3,131
| -4% | -$890K | 0.48% | 57 |
|
|
2023
Q4 | $22.5M | Buy |
76,315
+975
| +1% | +$288K | 0.54% | 51 |
|
|
2023
Q3 | $17.7M | Buy |
75,340
+4,493
| +6% | +$1.05M | 0.47% | 58 |
|
|
2023
Q2 | $18.1M | Sell |
70,847
-5,873
| -8% | -$1.5M | 0.47% | 58 |
|
|
2023
Q1 | $15.3M | Buy |
76,720
+7,291
| +11% | +$1.46M | 0.42% | 80 |
|
|
2022
Q4 | $9.69M | Buy |
69,429
+3,896
| +6% | +$544K | 0.31% | 105 |
|
|
2022
Q3 | $10.7M | Buy |
65,533
+39,848
| +155% | +$6.53M | 0.33% | 95 |
|
|
2022
Q2 | $12.7M | Sell |
25,685
-6,033
| -19% | -$2.98M | 0.37% | 71 |
|
|
2022
Q1 | $19.7M | Sell |
31,718
-1,125
| -3% | -$700K | 0.51% | 45 |
|
|
2021
Q4 | $18.3M | Buy |
32,843
+30
| +0.1% | +$16.7K | 0.46% | 46 |
|
|
2021
Q3 | $15.7M | Sell |
32,813
-1,660
| -5% | -$795K | 0.44% | 46 |
|
|
2021
Q2 | $12.8M | Buy |
34,473
+1,843
| +6% | +$684K | 0.37% | 53 |
|
|
2021
Q1 | $10.5M | Buy |
32,630
+32,574
| +58,168% | +$10.5M | 0.34% | 87 |
|
|
2020
Q4 | $14K | Hold |
56
| – | – | ﹤0.01% | 638 |
|
|
2020
Q3 | $14K | Hold |
56
| – | – | ﹤0.01% | 642 |
|
|
2020
Q2 | $13K | Sell |
56
-4
| -7% | -$929 | ﹤0.01% | 603 |
|
|
2020
Q1 | $10K | Sell |
60
-5
| -8% | -$833 | ﹤0.01% | 651 |
|
|
2019
Q4 | $15K | Sell |
65
-52
| -44% | -$12K | ﹤0.01% | 616 |
|
|
2019
Q3 | $24K | Sell |
117
-22
| -16% | -$4.51K | ﹤0.01% | 504 |
|
|
2019
Q2 | $28K | Sell |
139
-2,714
| -95% | -$547K | ﹤0.01% | 461 |
|
|
2019
Q1 | $693K | Sell |
2,853
-1,107
| -28% | -$269K | 0.04% | 158 |
|
|
2018
Q4 | $746K | Buy |
3,960
+3,952
| +49,400% | +$744K | 0.04% | 146 |
|
|
2018
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 836 |
|
|
2018
Q1 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 927 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 932 |
|