HBK Sorce Advisory’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 | $1.06M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $822K | Buy |
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|
2024
Q4 | $848K | Buy |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $477K | Buy |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $757K | Sell |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $529K | Buy |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $302K | Sell |
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|
2020
Q3 | $349K | Buy |
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|
2020
Q2 | $300K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $636K | Buy |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $473K | Buy |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $360K | Hold |
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|
2017
Q3 | $358K | Buy |
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|
2017
Q2 | $320K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $312K | Sell |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $304K | Buy |
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|
2016
Q1 | $404K | Buy |
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