Kestra Advisory Services’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 | $20.3M | Sell |
99,235
-6,218
| -6% | -$1.27M | 0.1% | 196 |
|
|
2025
Q1 | $18M | Sell |
105,453
-1,614
| -2% | -$275K | 0.09% | 207 |
|
|
2024
Q4 | $19.5M | Buy |
107,067
+7,569
| +8% | +$1.38M | 0.11% | 188 |
|
|
2024
Q3 | $17M | Sell |
99,498
-1,030
| -1% | -$176K | 0.09% | 231 |
|
|
2024
Q2 | $16.5M | Sell |
100,528
-9,212
| -8% | -$1.51M | 0.09% | 230 |
|
|
2024
Q1 | $15.6M | Buy |
109,740
+31,038
| +39% | +$4.41M | 0.1% | 198 |
|
|
2023
Q4 | $11.6M | Buy |
78,702
+4,072
| +5% | +$600K | 0.09% | 246 |
|
|
2023
Q3 | $8.75M | Buy |
74,630
+18,952
| +34% | +$2.22M | 0.09% | 257 |
|
|
2023
Q2 | $7.11M | Sell |
55,678
-54
| -0.1% | -$6.9K | 0.07% | 293 |
|
|
2023
Q1 | $5.57M | Sell |
55,732
-10,134
| -15% | -$1.01M | 0.06% | 323 |
|
|
2022
Q4 | $4.6M | Sell |
65,866
-8,220
| -11% | -$574K | 0.04% | 468 |
|
|
2022
Q3 | $6.07M | Buy |
74,086
+1,018
| +1% | +$83.4K | 0.06% | 325 |
|
|
2022
Q2 | $6.02M | Buy |
73,068
+19,410
| +36% | +$1.6M | 0.06% | 321 |
|
|
2022
Q1 | $5.57M | Sell |
53,658
-906
| -2% | -$94K | 0.06% | 341 |
|
|
2021
Q4 | $5.06M | Sell |
54,564
-5,892
| -10% | -$547K | 0.05% | 374 |
|
|
2021
Q3 | $4.83M | Buy |
60,456
+4,056
| +7% | +$324K | 0.05% | 399 |
|
|
2021
Q2 | $3.49M | Buy |
56,400
+3,132
| +6% | +$194K | 0.04% | 468 |
|
|
2021
Q1 | $2.86M | Sell |
53,268
-1,212
| -2% | -$65.1K | 0.04% | 488 |
|
|
2020
Q4 | $3.23M | Buy |
54,480
+53,970
| +10,582% | +$3.2M | 0.04% | 444 |
|
|
2020
Q3 | $1.35M | Buy |
+510
| New | +$1.35M | 0.03% | 539 |
|