Kestra Private Wealth 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 | $16.3M | Buy |
79,661
+138
| +0.2% | +$28.2K | 0.23% | 91 |
|
|
2025
Q1 | $13.6M | Buy |
79,523
+1,224
| +2% | +$209K | 0.23% | 92 |
|
|
2024
Q4 | $14.2M | Buy |
78,299
+37,765
| +93% | +$6.87M | 0.24% | 89 |
|
|
2024
Q3 | $6.98M | Sell |
40,534
-30,706
| -43% | -$5.29M | 0.13% | 175 |
|
|
2024
Q2 | $12.1M | Buy |
71,240
+4,526
| +7% | +$767K | 0.24% | 91 |
|
|
2024
Q1 | $9.48M | Buy |
66,714
+29,790
| +81% | +$4.23M | 0.21% | 116 |
|
|
2023
Q4 | $5.44M | Buy |
36,924
+6,388
| +21% | +$942K | 0.14% | 178 |
|
|
2023
Q3 | $3.58M | Buy |
30,536
+5,960
| +24% | +$699K | 0.11% | 204 |
|
|
2023
Q2 | $3.14M | Buy |
24,576
+4,982
| +25% | +$636K | 0.11% | 215 |
|
|
2023
Q1 | $1.96M | Buy |
19,594
+582
| +3% | +$58.1K | 0.08% | 273 |
|
|
2022
Q4 | $1.33M | Buy |
19,012
+510
| +3% | +$35.6K | 0.07% | 312 |
|
|
2022
Q3 | $1.52M | Buy |
18,502
+3,370
| +22% | +$276K | 0.09% | 254 |
|
|
2022
Q2 | $1.25M | Buy |
15,132
+1,788
| +13% | +$147K | 0.07% | 299 |
|
|
2022
Q1 | $1.38M | Buy |
13,344
+594
| +5% | +$61.6K | 0.07% | 303 |
|
|
2021
Q4 | $1.18M | Buy |
12,750
+234
| +2% | +$21.7K | 0.06% | 347 |
|
|
2021
Q3 | $999K | Buy |
12,516
+30
| +0.2% | +$2.4K | 0.06% | 348 |
|
|
2021
Q2 | $772K | Sell |
12,486
-306
| -2% | -$18.9K | 0.05% | 406 |
|
|
2021
Q1 | $687K | Sell |
12,792
-16,728
| -57% | -$898K | 0.05% | 385 |
|
|
2020
Q4 | $1.75M | Buy |
29,520
+2,394
| +9% | +$142K | 0.13% | 184 |
|
|
2020
Q3 | $1.11M | Buy |
+27,126
| New | +$1.11M | 0.1% | 218 |
|