Greenleaf Trust’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 | $4.65M | Sell |
22,707
-7,066
| -24% | -$1.45M | 0.04% | 109 |
|
|
2025
Q1 | $5.08M | Buy |
29,773
+1,707
| +6% | +$291K | 0.05% | 105 |
|
|
2024
Q4 | $5.11M | Buy |
28,066
+1,274
| +5% | +$232K | 0.05% | 104 |
|
|
2024
Q3 | $4.58M | Buy |
26,792
+2,480
| +10% | +$424K | 0.04% | 109 |
|
|
2024
Q2 | $4.12M | Buy |
24,312
+4,396
| +22% | +$745K | 0.04% | 112 |
|
|
2024
Q1 | $2.83M | Buy |
19,916
+8,276
| +71% | +$1.18M | 0.03% | 138 |
|
|
2023
Q4 | $1.72M | Buy |
11,640
+2,882
| +33% | +$425K | 0.02% | 198 |
|
|
2023
Q3 | $1.03M | Buy |
8,758
+1,970
| +29% | +$231K | 0.01% | 271 |
|
|
2023
Q2 | $867K | Sell |
6,788
-400
| -6% | -$51.1K | 0.01% | 309 |
|
|
2023
Q1 | $718K | Buy |
7,188
+2,186
| +44% | +$218K | 0.01% | 354 |
|
|
2022
Q4 | $349K | Buy |
5,002
+814
| +19% | +$56.8K | ﹤0.01% | 541 |
|
|
2022
Q3 | $343K | Buy |
4,188
+60
| +1% | +$4.91K | 0.01% | 492 |
|
|
2022
Q2 | $340K | Buy |
4,128
+102
| +3% | +$8.4K | 0.01% | 511 |
|
|
2022
Q1 | $418K | Buy |
4,026
+810
| +25% | +$84.1K | 0.01% | 474 |
|
|
2021
Q4 | $298K | Buy |
3,216
+96
| +3% | +$8.9K | ﹤0.01% | 601 |
|
|
2021
Q3 | $249K | Buy |
+3,120
| New | +$249K | ﹤0.01% | 635 |
|
|
2015
Q4 | – | Sell |
-9,000
| Closed | -$258K | – | 184 |
|
|
2015
Q3 | $258K | Buy |
+9,000
| New | +$258K | 0.01% | 154 |
|