Intellectus Partners’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 | $1.45M | Buy |
7,105
+1,879
| +36% | +$385K | 0.31% | 90 |
|
|
2025
Q1 | $892K | Buy |
5,226
+200
| +4% | +$34.1K | 0.22% | 133 |
|
|
2024
Q4 | $915K | Sell |
5,026
-50
| -1% | -$9.1K | 0.2% | 136 |
|
|
2024
Q3 | $867K | Hold |
5,076
| – | – | 0.22% | 135 |
|
|
2024
Q2 | $860K | Sell |
5,076
-974
| -16% | -$165K | 0.23% | 119 |
|
|
2024
Q1 | $859K | Buy |
6,050
+4,450
| +278% | +$632K | 0.23% | 127 |
|
|
2023
Q4 | $236K | Sell |
1,600
-200
| -11% | -$29.5K | 0.07% | 222 |
|
|
2023
Q3 | $211K | Hold |
1,800
| – | – | 0.07% | 238 |
|
|
2023
Q2 | $230K | Buy |
+1,800
| New | +$230K | 0.07% | 224 |
|
|
2019
Q2 | – | Sell |
-162
| Closed | -$7K | – | 336 |
|
|
2019
Q1 | $7K | Buy |
+162
| New | +$7K | ﹤0.01% | 374 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$1K | – | 599 |
|
|
2017
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 576 |
|
|
2017
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 742 |
|
|
2017
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 726 |
|
|
2017
Q1 | $1K | Hold |
54
| – | – | ﹤0.01% | 661 |
|
|
2016
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 664 |
|