Integrated Investment Consultants’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
$415K Hold
2,030
0.08% 167
2025
Q1
$346K Buy
2,030
+188
+10% +$32.1K 0.07% 222
2024
Q4
$335K Sell
1,842
-20,340
-92% -$3.7M 0.07% 217
2024
Q3
$325K Buy
+22,182
New +$325K 0.07% 219
2022
Q1
Sell
-2,490
Closed -$231K 305
2021
Q4
$231K Sell
2,490
-900
-27% -$83.5K 0.06% 267
2021
Q3
$271K Hold
3,390
0.08% 227
2021
Q2
$210K Sell
3,390
-648
-16% -$40.1K 0.06% 260
2021
Q1
$217K Hold
4,038
0.07% 239
2020
Q4
$239K Buy
+4,038
New +$239K 0.09% 209
2020
Q3
Sell
-6,198
Closed -$237K 208
2020
Q2
$237K Buy
+6,198
New +$237K 0.11% 136
2020
Q1
Sell
-7,008
Closed -$270K 176
2019
Q4
$270K Buy
7,008
+288
+4% +$11.1K 0.11% 131
2019
Q3
$228K Sell
6,720
-1,530
-19% -$51.9K 0.12% 136
2019
Q2
$280K Buy
8,250
+636
+8% +$21.6K 0.14% 110
2019
Q1
$308K Hold
7,614
0.16% 96
2018
Q4
$240K Buy
7,614
+1,230
+19% +$38.8K 0.13% 121
2018
Q3
$240K Hold
6,384
0.12% 137
2018
Q2
$219K Hold
6,384
0.11% 137
2018
Q1
$193K Buy
+6,384
New +$193K 0.08% 190
2017
Q3
$153K Hold
6,384
0.07% 205
2017
Q2
$142K Hold
6,384
0.06% 216
2017
Q1
$120K Buy
+6,384
New +$120K 0.05% 247
2016
Q4
Sell
-6,240
Closed -$157K 595
2016
Q3
$157K Hold
6,240
0.08% 171
2016
Q2
$128K Buy
6,240
+390
+7% +$8K 0.07% 212
2016
Q1
$144K Buy
+5,850
New +$144K 0.08% 167