IFP Advisors’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 | $4.83M | Sell |
23,590
-440
| -2% | -$90K | 0.14% | 164 |
|
|
2025
Q1 | $4.1M | Buy |
24,030
+2,877
| +14% | +$491K | 0.13% | 173 |
|
|
2024
Q4 | $3.85M | Buy |
21,153
+3,843
| +22% | +$699K | 0.13% | 177 |
|
|
2024
Q3 | $2.96M | Buy |
17,310
+7,592
| +78% | +$1.3M | 0.11% | 213 |
|
|
2024
Q2 | $1.65M | Sell |
9,718
-1,944
| -17% | -$330K | 0.07% | 312 |
|
|
2024
Q1 | $1.66M | Buy |
11,662
+2,768
| +31% | +$393K | 0.07% | 292 |
|
|
2023
Q4 | $1.31M | Buy |
8,894
+2,034
| +30% | +$300K | 0.06% | 331 |
|
|
2023
Q3 | $804K | Buy |
6,860
+1,362
| +25% | +$160K | 0.04% | 456 |
|
|
2023
Q2 | $702K | Buy |
5,498
+1,690
| +44% | +$216K | 0.03% | 535 |
|
|
2023
Q1 | $399K | Sell |
3,808
-2,432
| -39% | -$255K | 0.02% | 677 |
|
|
2022
Q4 | $667K | Sell |
6,240
-4,146
| -40% | -$443K | 0.02% | 775 |
|
|
2022
Q3 | $1.12M | Sell |
10,386
-1,146
| -10% | -$124K | 0.03% | 603 |
|
|
2022
Q2 | $460K | Hold |
11,532
| – | – | 0.01% | 891 |
|
|
2022
Q1 | $460K | Buy |
11,532
+6,294
| +120% | +$251K | 0.01% | 891 |
|
|
2021
Q4 | $488K | Sell |
5,238
-558
| -10% | -$52K | 0.01% | 595 |
|
|
2021
Q3 | $463K | Sell |
5,796
-492
| -8% | -$39.3K | 0.01% | 590 |
|
|
2021
Q2 | $382K | Sell |
6,288
-1,140
| -15% | -$69.3K | 0.01% | 629 |
|
|
2021
Q1 | $405K | Sell |
7,428
-408
| -5% | -$22.2K | 0.01% | 589 |
|
|
2020
Q4 | $458K | Sell |
7,836
-1,524
| -16% | -$89.1K | 0.02% | 536 |
|
|
2020
Q3 | $382K | Buy |
9,360
+558
| +6% | +$22.8K | 0.02% | 502 |
|
|
2020
Q2 | $336K | Buy |
8,802
+192
| +2% | +$7.33K | 0.03% | 511 |
|
|
2020
Q1 | $249K | Sell |
8,610
-3,222
| -27% | -$93.2K | 0.03% | 509 |
|
|
2019
Q4 | $460K | Sell |
11,832
-246
| -2% | -$9.56K | 0.03% | 443 |
|
|
2019
Q3 | $403K | Buy |
+12,078
| New | +$403K | 0.03% | 544 |
|
|
2019
Q1 | $28K | Sell |
714
-4,458
| -86% | -$175K | ﹤0.01% | 1195 |
|
|
2018
Q4 | $159K | Sell |
5,172
-774
| -13% | -$23.8K | 0.01% | 959 |
|
|
2018
Q3 | $223K | Sell |
5,946
-906
| -13% | -$34K | 0.01% | 1015 |
|
|
2018
Q2 | $235K | Sell |
6,852
-300
| -4% | -$10.3K | 0.01% | 986 |
|
|
2018
Q1 | $173K | Hold |
7,152
| – | – | 0.01% | 1054 |
|
|
2017
Q4 | $173K | Sell |
7,152
-1,728
| -19% | -$41.8K | 0.01% | 1053 |
|
|
2017
Q3 | $213K | Buy |
8,880
+240
| +3% | +$5.76K | 0.01% | 1100 |
|
|
2017
Q2 | $193K | Buy |
8,640
+2,268
| +36% | +$50.7K | 0.01% | 1143 |
|
|
2017
Q1 | $120K | Buy |
6,372
+846
| +15% | +$15.9K | 0.01% | 1386 |
|
|
2016
Q4 | $115K | Buy |
5,526
+594
| +12% | +$12.4K | 0.01% | 1366 |
|
|
2016
Q3 | $131K | Sell |
4,932
-3,270
| -40% | -$86.9K | 0.01% | 1213 |
|
|
2016
Q2 | $168K | Buy |
8,202
+7,488
| +1,049% | +$153K | 0.01% | 1065 |
|
|
2016
Q1 | $28K | Sell |
714
-45,876
| -98% | -$1.8M | ﹤0.01% | 1195 |
|
|
2015
Q4 | $1.37M | Buy |
+46,590
| New | +$1.37M | 0.09% | 238 |
|