Heritage Trust’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
Q2 | $2.59M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.52M | Hold |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.42M | Hold |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $810K | Sell |
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|
2020
Q4 | $972K | Hold |
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|
2020
Q3 | $669K | Buy |
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|
2020
Q2 | $603K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Sell |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Buy |
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