IPG Investment 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 | $4.93M | Sell |
24,083
-1,147
| -5% | -$235K | 0.96% | 29 |
|
|
2025
Q1 | $4.31M | Buy |
25,230
+1,522
| +6% | +$260K | 0.97% | 27 |
|
|
2024
Q4 | $4.31M | Sell |
23,708
-14,804
| -38% | -$2.69M | 0.98% | 27 |
|
|
2024
Q3 | $6.58M | Buy |
38,512
+6,510
| +20% | +$1.11M | 1.43% | 19 |
|
|
2024
Q2 | $5.42M | Buy |
32,002
+7,656
| +31% | +$1.3M | 1.19% | 25 |
|
|
2024
Q1 | $3.46M | Buy |
24,346
+2,134
| +10% | +$303K | 0.75% | 36 |
|
|
2023
Q4 | $3.27M | Buy |
22,212
+654
| +3% | +$96.4K | 0.65% | 37 |
|
|
2023
Q3 | $2.53M | Sell |
21,558
-218
| -1% | -$25.6K | 0.56% | 40 |
|
|
2023
Q2 | $2.78M | Sell |
21,776
-56
| -0.3% | -$7.15K | 0.61% | 30 |
|
|
2023
Q1 | $2.18M | Buy |
21,832
+208
| +1% | +$20.8K | 0.5% | 39 |
|
|
2022
Q4 | $1.51M | Sell |
21,624
-3,406
| -14% | -$238K | 0.42% | 41 |
|
|
2022
Q3 | $2.05M | Buy |
25,030
+1,390
| +6% | +$114K | 0.57% | 36 |
|
|
2022
Q2 | $1.95M | Hold |
23,640
| – | – | 0.49% | 39 |
|
|
2022
Q1 | $2.45M | Sell |
23,640
-6
| -0% | -$623 | 0.47% | 35 |
|
|
2021
Q4 | $2.2M | Buy |
+23,646
| New | +$2.2M | 0.4% | 46 |
|
|
2021
Q2 | – | Sell |
-23,502
| Closed | -$1.26M | – | 205 |
|
|
2021
Q1 | $1.26M | Buy |
23,502
+102
| +0.4% | +$5.48K | 0.25% | 67 |
|
|
2020
Q4 | $1.39M | Hold |
23,400
| – | – | 0.32% | 54 |
|
|
2020
Q3 | $955K | Hold |
23,400
| – | – | 0.27% | 60 |
|
|
2020
Q2 | $896K | Hold |
23,400
| – | – | 0.3% | 56 |
|
|
2020
Q1 | $639K | Buy |
23,400
+12,000
| +105% | +$328K | 0.27% | 59 |
|
|
2019
Q4 | $439K | Hold |
11,400
| – | – | 0.14% | 85 |
|
|
2019
Q3 | $387K | Sell |
11,400
-1,050
| -8% | -$35.7K | 0.14% | 79 |
|
|
2019
Q2 | $423K | Sell |
12,450
-2,760
| -18% | -$93.7K | 0.15% | 85 |
|
|
2019
Q1 | $616K | Buy |
15,210
+2,760
| +22% | +$112K | 0.21% | 69 |
|
|
2018
Q4 | $391K | Sell |
12,450
-6,990
| -36% | -$219K | 0.15% | 83 |
|
|
2018
Q3 | $730K | Buy |
19,440
+240
| +1% | +$9.01K | 0.24% | 60 |
|
|
2018
Q2 | $658K | Buy |
19,200
+2,400
| +14% | +$82.2K | 0.23% | 67 |
|
|
2018
Q1 | $508K | Buy |
16,800
+5,400
| +47% | +$163K | 0.17% | 77 |
|
|
2017
Q4 | $275K | Sell |
11,400
-330
| -3% | -$7.97K | 0.11% | 104 |
|
|
2017
Q3 | $282K | Hold |
11,730
| – | – | 0.1% | 104 |
|
|
2017
Q2 | $262K | Buy |
+11,730
| New | +$262K | 0.11% | 103 |
|
|
2016
Q4 | – | Sell |
-33,330
| Closed | -$885K | – | 142 |
|
|
2016
Q3 | $885K | Buy |
+33,330
| New | +$885K | 0.37% | 49 |
|
|
2016
Q1 | – | Sell |
-14,040
| Closed | -$412K | – | 127 |
|
|
2015
Q4 | $412K | Buy |
+14,040
| New | +$412K | 0.19% | 70 |
|