HBK Sorce Advisory’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 | $1.07M | Buy |
5,248
+432
| +9% | +$88.4K | 0.03% | 213 |
|
|
2025
Q1 | $822K | Buy |
4,816
+153
| +3% | +$26.1K | 0.02% | 237 |
|
|
2024
Q4 | $848K | Buy |
4,663
+243
| +5% | +$44.2K | 0.03% | 242 |
|
|
2024
Q3 | $756K | Buy |
4,420
+80
| +2% | +$13.7K | 0.02% | 259 |
|
|
2024
Q2 | $736K | Buy |
4,340
+54
| +1% | +$9.15K | 0.03% | 255 |
|
|
2024
Q1 | $609K | Buy |
4,286
+650
| +18% | +$92.3K | 0.02% | 296 |
|
|
2023
Q4 | $536K | Sell |
3,636
-436
| -11% | -$64.3K | 0.02% | 302 |
|
|
2023
Q3 | $477K | Buy |
4,072
+182
| +5% | +$21.3K | 0.02% | 315 |
|
|
2023
Q2 | $497K | Sell |
3,890
-114
| -3% | -$14.6K | 0.02% | 327 |
|
|
2023
Q1 | $400K | Sell |
4,004
-4,540
| -53% | -$453K | 0.02% | 376 |
|
|
2022
Q4 | $596K | Buy |
8,544
+4,458
| +109% | +$311K | 0.02% | 377 |
|
|
2022
Q3 | $335K | Buy |
4,086
+870
| +27% | +$71.3K | 0.02% | 340 |
|
|
2022
Q2 | $265K | Sell |
3,216
-2,052
| -39% | -$169K | 0.02% | 369 |
|
|
2022
Q1 | $547K | Sell |
5,268
-2,886
| -35% | -$300K | 0.03% | 293 |
|
|
2021
Q4 | $757K | Sell |
8,154
-126
| -2% | -$11.7K | 0.04% | 258 |
|
|
2021
Q3 | $661K | Sell |
8,280
-270
| -3% | -$21.6K | 0.04% | 268 |
|
|
2021
Q2 | $529K | Buy |
8,550
+558
| +7% | +$34.5K | 0.03% | 311 |
|
|
2021
Q1 | $429K | Buy |
7,992
+2,898
| +57% | +$156K | 0.03% | 330 |
|
|
2020
Q4 | $302K | Sell |
5,094
-3,450
| -40% | -$205K | 0.02% | 372 |
|
|
2020
Q3 | $349K | Buy |
8,544
+714
| +9% | +$29.2K | 0.02% | 326 |
|
|
2020
Q2 | $300K | Buy |
+7,830
| New | +$300K | 0.02% | 327 |
|
|
2019
Q2 | – | Sell |
-15,702
| Closed | -$636K | – | 439 |
|
|
2019
Q1 | $636K | Buy |
15,702
+108
| +0.7% | +$4.37K | 0.06% | 213 |
|
|
2018
Q4 | $490K | Buy |
15,594
+1,476
| +10% | +$46.4K | 0.06% | 224 |
|
|
2018
Q3 | $530K | Buy |
14,118
+306
| +2% | +$11.5K | 0.06% | 210 |
|
|
2018
Q2 | $473K | Buy |
13,812
+174
| +1% | +$5.96K | 0.05% | 235 |
|
|
2018
Q1 | $413K | Sell |
13,638
-1,266
| -8% | -$38.3K | 0.05% | 242 |
|
|
2017
Q4 | $360K | Hold |
14,904
| – | – | 0.04% | 278 |
|
|
2017
Q3 | $358K | Buy |
14,904
+552
| +4% | +$13.3K | 0.05% | 224 |
|
|
2017
Q2 | $320K | Buy |
+14,352
| New | +$320K | 0.05% | 227 |
|
|
2017
Q1 | – | Sell |
-14,952
| Closed | -$312K | – | 244 |
|
|
2016
Q4 | $312K | Sell |
14,952
-18
| -0.1% | -$376 | 0.06% | 224 |
|
|
2016
Q3 | $398K | Buy |
14,970
+84
| +0.6% | +$2.23K | 0.08% | 176 |
|
|
2016
Q2 | $304K | Buy |
14,886
+30
| +0.2% | +$613 | 0.07% | 199 |
|
|
2016
Q1 | $404K | Buy |
+14,856
| New | +$404K | 0.1% | 152 |
|