Investment Research & Advisory Group’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 | $492K | Sell |
2,405
-1,464
| -38% | -$300K | 0.18% | 57 |
|
|
2025
Q1 | $660K | Buy |
3,869
+13
| +0.3% | +$2.22K | 0.28% | 49 |
|
|
2024
Q4 | $702K | Hold |
3,856
| – | – | 0.29% | 51 |
|
|
2024
Q3 | $659K | Hold |
3,856
| – | – | 0.28% | 50 |
|
|
2024
Q2 | $654K | Buy |
3,856
+208
| +6% | +$35.3K | 0.29% | 51 |
|
|
2024
Q1 | $518K | Sell |
3,648
-76
| -2% | -$10.8K | 0.24% | 53 |
|
|
2023
Q4 | $549K | Hold |
3,724
| – | – | 0.28% | 49 |
|
|
2023
Q3 | $437K | Hold |
3,724
| – | – | 0.25% | 53 |
|
|
2023
Q2 | $476K | Buy |
3,724
+460
| +14% | +$58.8K | 0.28% | 49 |
|
|
2023
Q1 | $326K | Hold |
3,264
| – | – | 0.21% | 56 |
|
|
2022
Q4 | $228K | Hold |
3,264
| – | – | 0.15% | 56 |
|
|
2022
Q3 | $267K | Hold |
3,264
| – | – | 0.2% | 56 |
|
|
2022
Q2 | $269K | Hold |
3,264
| – | – | 0.19% | 55 |
|
|
2022
Q1 | $339K | Hold |
3,264
| – | – | 0.21% | 53 |
|
|
2021
Q4 | $303K | Hold |
3,264
| – | – | 0.18% | 55 |
|
|
2021
Q3 | $261K | Hold |
3,264
| – | – | 0.17% | 55 |
|
|
2021
Q2 | $202K | Hold |
3,264
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $175K | Hold |
3,264
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $193K | Hold |
3,264
| – | – | 0.14% | 58 |
|
|
2020
Q3 | $133K | Hold |
3,264
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $123K | Hold |
3,264
| – | – | 0.11% | 63 |
|
|
2020
Q1 | $89K | Hold |
3,264
| – | – | 0.08% | 66 |
|
|
2019
Q4 | $126K | Buy |
+3,264
| New | +$126K | 0.12% | 63 |
|