HCR Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

HCR Wealth Advisors’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.9M	Hold	68,078	–	–	1.64%	13
2025 Q1	$11.6M	Hold	68,078	–	–	1.51%	12
2024 Q4	$12.4M	Sell	68,078 -26	-0%	-$4.73K	1.55%	11
2024 Q3	$11.6M	Buy	68,104 +68	+0.1%	+$11.6K	1.52%	11
2024 Q2	$11.5M	Hold	68,036	–	–	1.65%	11
2024 Q1	$9.67M	Sell	68,036 -14	-0%	-$1.99K	1.47%	11
2023 Q4	$10M	Buy	68,050 +444	+0.7%	+$65.5K	1.58%	10
2023 Q3	$7.92M	Hold	67,606	–	–	1.74%	10
2023 Q2	$8.64M	Buy	67,606 +4,000	+6%	+$511K	1.6%	9
2023 Q1	$6.35M	Hold	63,606	–	–	1.26%	13
2022 Q4	$4.44M	Hold	63,606	–	–	0.93%	16
2022 Q3	$5.21M	Hold	63,606	–	–	1.11%	15
2022 Q2	$5.24M	Hold	63,606	–	–	1.05%	16
2022 Q1	$6.6M	Buy	63,606 +300	+0.5%	+$31.1K	1.08%	15
2021 Q4	$5.87M	Buy	63,306 +18,000	+40%	+$1.67M	0.91%	20
2021 Q3	$3.62M	Buy	45,306 +12,000	+36%	+$958K	0.6%	29
2021 Q2	$2.06M	Buy	33,306 +78	+0.2%	+$4.82K	0.36%	63
2021 Q1	$1.78M	Buy	33,228 +18	+0.1%	+$966	0.35%	64
2020 Q4	$1.97M	Hold	33,210	–	–	0.41%	49
2020 Q3	$1.36M	Hold	33,210	–	–	0.31%	64
2020 Q2	$1.27M	Sell	33,210 -2,850	-8%	-$109K	0.3%	59
2020 Q1	$985K	Sell	36,060 -300	-0.8%	-$8.2K	0.28%	63
2019 Q4	$1.4M	Sell	36,360 -120	-0.3%	-$4.62K	0.34%	55
2019 Q3	$1.24M	Buy	36,480 +120	+0.3%	+$4.08K	0.41%	56
2019 Q2	$1.24M	Sell	36,360 -450	-1%	-$15.3K	0.35%	56
2019 Q1	$1.49M	Buy	36,810 +150	+0.4%	+$6.07K	0.43%	46
2018 Q4	$1.15M	Buy	36,660 +300	+0.8%	+$9.42K	0.37%	58
2018 Q3	$1.19M	Buy	36,360 +750	+2%	+$24.6K	0.39%	62
2018 Q2	$1.22M	Hold	35,610	–	–	0.4%	62
2018 Q1	$1.08M	Hold	35,610	–	–	0.37%	64
2017 Q4	$860K	Hold	35,610	–	–	0.3%	76
2017 Q3	$855K	Hold	35,610	–	–	0.36%	71
2017 Q2	$794K	Hold	35,610	–	–	0.39%	60
2017 Q1	$669K	Sell	35,610 -84	-0.2%	-$1.58K	0.34%	73
2016 Q4	$744K	Buy	+35,694	New	+$744K	0.39%	62