HCR Wealth Advisors’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 | $14.6M | Buy |
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|
2025
Q2 | $13.9M | Hold |
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|
2025
Q1 | $11.6M | Hold |
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|
2024
Q4 | $12.4M | Sell |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $11.5M | Hold |
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|
2024
Q1 | $9.67M | Sell |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $7.92M | Hold |
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|
2023
Q2 | $8.64M | Buy |
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|
2023
Q1 | $6.35M | Hold |
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|
2022
Q4 | $4.44M | Hold |
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|
2022
Q3 | $5.21M | Hold |
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|
2022
Q2 | $5.24M | Hold |
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|
2022
Q1 | $6.6M | Buy |
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|
2021
Q4 | $5.87M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $1.78M | Buy |
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|
2020
Q4 | $1.97M | Hold |
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|
2020
Q3 | $1.35M | Hold |
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|
2020
Q2 | $1.27M | Sell |
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|
2020
Q1 | $985K | Sell |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.24M | Sell |
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|
2019
Q1 | $1.49M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $1.22M | Hold |
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|
2018
Q1 | $1.08M | Hold |
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|
2017
Q4 | $860K | Hold |
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|
2017
Q3 | $855K | Hold |
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|
2017
Q2 | $794K | Hold |
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|
2017
Q1 | $669K | Sell |
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|
2016
Q4 | $744K | Buy |
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