Jackson Grant Investment Advisers’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 | $4.91K | Hold |
24
| – | – | ﹤0.01% | 323 |
|
|
2025
Q1 | $4.1K | Hold |
24
| – | – | ﹤0.01% | 327 |
|
|
2024
Q4 | $4.37K | Hold |
24
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $4.1K | Hold |
24
| – | – | ﹤0.01% | 334 |
|
|
2024
Q2 | $4.07K | Hold |
24
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $3.41K | Hold |
24
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $3.54K | Hold |
24
| – | – | ﹤0.01% | 319 |
|
|
2023
Q3 | $2.81K | Hold |
24
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $3.07K | Sell |
24
-474
| -95% | -$60.6K | ﹤0.01% | 334 |
|
|
2023
Q1 | $49.7K | Hold |
498
| – | – | 0.02% | 186 |
|
|
2022
Q4 | $34.7K | Hold |
498
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $41K | Hold |
498
| – | – | 0.02% | 192 |
|
|
2022
Q2 | $41K | Sell |
498
-1,002
| -67% | -$82.5K | 0.02% | 203 |
|
|
2022
Q1 | $156K | Hold |
1,500
| – | – | 0.07% | 121 |
|
|
2021
Q4 | $139K | Hold |
1,500
| – | – | 0.07% | 109 |
|
|
2021
Q3 | $120K | Hold |
1,500
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $93K | Hold |
1,500
| – | – | 0.04% | 149 |
|
|
2021
Q1 | $81K | Hold |
1,500
| – | – | 0.04% | 156 |
|
|
2020
Q4 | $89K | Buy |
+1,500
| New | +$89K | 0.05% | 141 |
|