J.W. Cole 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 | $6.7M | Buy |
32,757
+5,472
| +20% | +$1.12M | 0.14% | 151 |
|
|
2025
Q1 | $4.66M | Buy |
27,285
+12,247
| +81% | +$2.09M | 0.14% | 150 |
|
|
2024
Q4 | $2.74M | Sell |
15,038
-402
| -3% | -$73.2K | 0.11% | 180 |
|
|
2024
Q3 | $2.64M | Sell |
15,440
-1,566
| -9% | -$268K | 0.11% | 194 |
|
|
2024
Q2 | $2.88M | Buy |
17,006
+2,626
| +18% | +$445K | 0.14% | 154 |
|
|
2024
Q1 | $2.04M | Buy |
14,380
+10,974
| +322% | +$1.56M | 0.1% | 207 |
|
|
2023
Q4 | $502K | Buy |
3,406
+80
| +2% | +$11.8K | 0.03% | 487 |
|
|
2023
Q3 | $390K | Buy |
3,326
+958
| +40% | +$112K | 0.03% | 485 |
|
|
2023
Q2 | $303K | Sell |
2,368
-1,176
| -33% | -$150K | 0.02% | 579 |
|
|
2023
Q1 | $354K | Buy |
+3,544
| New | +$354K | 0.03% | 548 |
|
|
2022
Q4 | – | Sell |
-2,592
| Closed | -$212K | – | 763 |
|
|
2022
Q3 | $212K | Sell |
2,592
-1,296
| -33% | -$106K | 0.02% | 657 |
|
|
2022
Q2 | $320K | Buy |
3,888
+1,428
| +58% | +$118K | 0.03% | 531 |
|
|
2022
Q1 | $255K | Sell |
2,460
-1,410
| -36% | -$146K | 0.02% | 675 |
|
|
2021
Q4 | $359K | Buy |
+3,870
| New | +$359K | 0.02% | 583 |
|
|
2020
Q4 | – | Sell |
-10,536
| Closed | -$430K | – | 809 |
|
|
2020
Q3 | $430K | Buy |
+10,536
| New | +$430K | 0.03% | 453 |
|