Great Valley Advisor Group’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 | $7.45M | Sell |
36,426
-23,884
| -40% | -$4.89M | 0.17% | 132 |
|
|
2025
Q1 | $10.3M | Buy |
60,310
+25,578
| +74% | +$4.36M | 0.22% | 109 |
|
|
2024
Q4 | $6.32M | Sell |
34,732
-1,656
| -5% | -$301K | 0.14% | 145 |
|
|
2024
Q3 | $6.22M | Buy |
36,388
+918
| +3% | +$157K | 0.15% | 142 |
|
|
2024
Q2 | $6.01M | Buy |
35,470
+1,364
| +4% | +$231K | 0.17% | 135 |
|
|
2024
Q1 | $4.85M | Buy |
34,106
+3,666
| +12% | +$521K | 0.15% | 154 |
|
|
2023
Q4 | $4.49M | Sell |
30,440
-1,988
| -6% | -$293K | 0.16% | 150 |
|
|
2023
Q3 | $3.8M | Buy |
32,428
+26,390
| +437% | +$3.09M | 0.16% | 152 |
|
|
2023
Q2 | $771K | Sell |
6,038
-116
| -2% | -$14.8K | 0.03% | 350 |
|
|
2023
Q1 | $615K | Sell |
6,154
-560
| -8% | -$55.9K | 0.03% | 397 |
|
|
2022
Q4 | $469K | Buy |
6,714
+78
| +1% | +$5.44K | 0.02% | 459 |
|
|
2022
Q3 | $544K | Buy |
6,636
+372
| +6% | +$30.5K | 0.03% | 405 |
|
|
2022
Q2 | $515K | Buy |
6,264
+4,086
| +188% | +$336K | 0.03% | 418 |
|
|
2022
Q1 | $209K | Buy |
+2,178
| New | +$209K | 0.01% | 560 |
|
|
2019
Q4 | – | Sell |
-7,332
| Closed | -$249K | – | 363 |
|
|
2019
Q3 | $249K | Buy |
+7,332
| New | +$249K | 0.06% | 294 |
|