Independent Advisor Alliance’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 | $9.33M | Buy |
45,615
+1,769
| +4% | +$362K | 0.27% | 59 |
|
|
2025
Q1 | $7.48M | Buy |
43,846
+530
| +1% | +$90.4K | 0.25% | 74 |
|
|
2024
Q4 | $7.88M | Sell |
43,316
-1,062
| -2% | -$193K | 0.1% | 198 |
|
|
2024
Q3 | $7.58M | Sell |
44,378
-54
| -0.1% | -$9.23K | 0.28% | 70 |
|
|
2024
Q2 | $7.53M | Buy |
44,432
+430
| +1% | +$72.9K | 0.26% | 71 |
|
|
2024
Q1 | $6.25M | Sell |
44,002
-1,596
| -4% | -$227K | 0.23% | 83 |
|
|
2023
Q4 | $6.72M | Buy |
45,598
+316
| +0.7% | +$46.6K | 0.24% | 79 |
|
|
2023
Q3 | $5.31M | Buy |
45,282
+2,718
| +6% | +$319K | 0.24% | 77 |
|
|
2023
Q2 | $5.44M | Buy |
42,564
+402
| +1% | +$51.4K | 0.24% | 77 |
|
|
2023
Q1 | $4.21M | Buy |
42,162
+334
| +0.8% | +$33.4K | 0.2% | 98 |
|
|
2022
Q4 | $205K | Buy |
41,828
+1,124
| +3% | +$5.52K | 0.07% | 144 |
|
|
2022
Q3 | $3.33M | Sell |
40,704
-12,324
| -23% | -$1.01M | 0.19% | 106 |
|
|
2022
Q2 | $4.37M | Sell |
53,028
-12,162
| -19% | -$1M | 0.24% | 92 |
|
|
2022
Q1 | $6.76M | Buy |
65,190
+15,426
| +31% | +$1.6M | 0.33% | 69 |
|
|
2021
Q4 | $4.62M | Buy |
49,764
+3,048
| +7% | +$283K | 0.23% | 90 |
|
|
2021
Q3 | $3.73M | Sell |
46,716
-414
| -0.9% | -$33K | 0.21% | 101 |
|
|
2021
Q2 | $2.92M | Buy |
47,130
+35,826
| +317% | +$2.22M | 0.16% | 131 |
|
|
2021
Q1 | $607K | Sell |
11,304
-2,196
| -16% | -$118K | 0.04% | 332 |
|
|
2020
Q4 | $800K | Buy |
13,500
+360
| +3% | +$21.3K | 0.05% | 251 |
|
|
2020
Q3 | $536K | Buy |
13,140
+1,698
| +15% | +$69.3K | 0.04% | 279 |
|
|
2020
Q2 | $438K | Buy |
11,442
+1,278
| +13% | +$48.9K | 0.05% | 292 |
|
|
2020
Q1 | $278K | Buy |
10,164
+2,958
| +41% | +$80.9K | 0.04% | 293 |
|
|
2019
Q4 | $278K | Sell |
7,206
-24
| -0.3% | -$926 | 0.01% | 703 |
|
|
2019
Q3 | $246K | Sell |
7,230
-858
| -11% | -$29.2K | 0.03% | 376 |
|
|
2019
Q2 | $275K | Sell |
8,088
-1,446
| -15% | -$49.2K | 0.04% | 316 |
|
|
2019
Q1 | $386K | Sell |
9,534
-13,458
| -59% | -$545K | 0.05% | 263 |
|
|
2018
Q4 | $722K | Sell |
22,992
-1,350
| -6% | -$42.4K | 0.13% | 156 |
|
|
2018
Q3 | $824K | Buy |
+24,342
| New | +$824K | 0.15% | 144 |
|