Howe & Rusling’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 | $1.39M | Sell |
6,816
-142
| -2% | -$29.1K | 0.1% | 109 |
|
|
2025
Q1 | $1.19M | Sell |
6,958
-986
| -12% | -$168K | 0.1% | 108 |
|
|
2024
Q4 | $1.45M | Buy |
7,944
+662
| +9% | +$120K | 0.12% | 101 |
|
|
2024
Q3 | $1.24M | Sell |
7,282
-5,088
| -41% | -$870K | 0.11% | 107 |
|
|
2024
Q2 | $2.1M | Sell |
12,370
-11,482
| -48% | -$1.95M | 0.19% | 98 |
|
|
2024
Q1 | $3.39M | Sell |
23,852
-146
| -0.6% | -$20.7K | 0.32% | 84 |
|
|
2023
Q4 | $3.54M | Buy |
23,998
+982
| +4% | +$145K | 0.38% | 73 |
|
|
2023
Q3 | $2.7M | Buy |
23,016
+68
| +0.3% | +$7.97K | 0.32% | 75 |
|
|
2023
Q2 | $2.93M | Buy |
22,948
+112
| +0.5% | +$14.3K | 0.33% | 73 |
|
|
2023
Q1 | $2.28M | Buy |
+22,836
| New | +$2.28M | 0.27% | 87 |
|
|
2022
Q4 | – | Sell |
-18
| Closed | -$1K | – | 815 |
|
|
2022
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 991 |
|
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 983 |
|
|
2020
Q3 | – | Sell |
-144
| Closed | -$6K | – | 853 |
|
|
2020
Q2 | $6K | Buy |
144
+60
| +71% | +$2.5K | ﹤0.01% | 512 |
|
|
2020
Q1 | $2K | Sell |
84
-1,416
| -94% | -$33.7K | ﹤0.01% | 644 |
|
|
2019
Q4 | $58K | Sell |
1,500
-66
| -4% | -$2.55K | 0.01% | 279 |
|
|
2019
Q3 | $53K | Sell |
1,566
-84
| -5% | -$2.84K | 0.01% | 293 |
|
|
2019
Q2 | $56K | Sell |
1,650
-24
| -1% | -$815 | 0.01% | 285 |
|
|
2019
Q1 | $68K | Sell |
1,674
-6
| -0.4% | -$244 | 0.01% | 260 |
|
|
2018
Q4 | $53K | Sell |
1,680
-24
| -1% | -$757 | 0.01% | 255 |
|
|
2018
Q3 | $64K | Buy |
1,704
+1,548
| +992% | +$58.1K | 0.01% | 243 |
|
|
2018
Q2 | $5K | Hold |
156
| – | – | ﹤0.01% | 556 |
|
|
2018
Q1 | $5K | Sell |
156
-60
| -28% | -$1.92K | ﹤0.01% | 617 |
|
|
2017
Q4 | $5K | Hold |
216
| – | – | ﹤0.01% | 562 |
|
|
2017
Q3 | $5K | Hold |
216
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $5K | Hold |
216
| – | – | ﹤0.01% | 637 |
|
|
2017
Q1 | $4K | Hold |
216
| – | – | ﹤0.01% | 711 |
|
|
2016
Q4 | $5K | Buy |
+216
| New | +$5K | ﹤0.01% | 681 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$2K | – | 1048 |
|
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 836 |
|
|
2015
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 875 |
|
|
2015
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 874 |
|