Key Financial Inc’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 | $27.6K | Hold |
135
| – | – | 0.01% | 620 |
|
|
2025
Q1 | $23K | Buy |
135
+99
| +275% | +$16.9K | 0.01% | 630 |
|
|
2024
Q4 | $6.55K | Hold |
36
| – | – | ﹤0.01% | 916 |
|
|
2024
Q3 | $6.15K | Buy |
36
+12
| +50% | +$2.05K | ﹤0.01% | 925 |
|
|
2024
Q2 | $4.07K | Hold |
24
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $3.41K | Sell |
24
-30
| -56% | -$4.26K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $7.96K | Hold |
54
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $6.33K | Buy |
54
+24
| +80% | +$2.81K | ﹤0.01% | 839 |
|
|
2023
Q2 | $3.83K | Hold |
30
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 892 |
|
|
2022
Q4 | $2.46K | Hold |
30
| – | – | ﹤0.01% | 918 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 965 |
|
|
2022
Q2 | $3K | Sell |
30
-636
| -95% | -$63.6K | ﹤0.01% | 900 |
|
|
2022
Q1 | $69K | Buy |
666
+636
| +2,120% | +$65.9K | 0.03% | 319 |
|
|
2021
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 786 |
|