IFG 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 | $368K | Sell |
1,798
-7,267
| -80% | -$1.49M | 0.02% | 545 |
|
|
2025
Q1 | $1.55M | Buy |
9,065
+158
| +2% | +$27K | 0.09% | 244 |
|
|
2024
Q4 | $1.62M | Buy |
+8,907
| New | +$1.62M | 0.09% | 234 |
|
|
2024
Q3 | – | Sell |
-11,960
| Closed | -$2.03M | – | 547 |
|
|
2024
Q2 | $2.03M | Buy |
+11,960
| New | +$2.03M | 0.13% | 186 |
|
|
2024
Q1 | – | Sell |
-11,116
| Closed | -$1.64M | – | 513 |
|
|
2023
Q4 | $1.64M | Buy |
11,116
+654
| +6% | +$96.4K | 0.12% | 195 |
|
|
2023
Q3 | $1.23M | Buy |
+10,462
| New | +$1.23M | 0.1% | 208 |
|
|
2021
Q2 | – | Sell |
-6,936
| Closed | -$372K | – | 499 |
|
|
2021
Q1 | $372K | Buy |
6,936
+1,314
| +23% | +$70.5K | 0.05% | 352 |
|
|
2020
Q4 | $333K | Hold |
5,622
| – | – | 0.05% | 333 |
|
|
2020
Q3 | $229K | Hold |
5,622
| – | – | 0.04% | 369 |
|
|
2020
Q2 | $215K | Buy |
+5,622
| New | +$215K | 0.04% | 364 |
|