KA
Kovack Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
49,979
-87
| -0.2% | -$17.8K | 1% | 15 |
|
|
2025
Q1 | $8.54M | Sell |
50,066
-1,108
| -2% | -$189K | 0.9% | 20 |
|
|
2024
Q4 | $9.31M | Buy |
51,174
+25,348
| +98% | +$4.61M | 0.91% | 19 |
|
|
2024
Q3 | $8.83M | Sell |
25,826
-683
| -3% | -$233K | 0.93% | 19 |
|
|
2024
Q2 | $8.99M | Sell |
26,509
-11,153
| -30% | -$3.78M | 0.99% | 16 |
|
|
2024
Q1 | $10.7M | Buy |
37,662
+7,832
| +26% | +$2.23M | 1.3% | 10 |
|
|
2023
Q4 | $8.8M | Buy |
29,830
+2,342
| +9% | +$691K | 1.04% | 10 |
|
|
2023
Q3 | $6.44M | Buy |
27,488
+2,283
| +9% | +$535K | 0.9% | 15 |
|
|
2023
Q2 | $6.44M | Buy |
25,205
+6,519
| +35% | +$1.67M | 0.83% | 17 |
|
|
2023
Q1 | $3.73M | Buy |
18,686
+368
| +2% | +$73.5K | 0.51% | 31 |
|
|
2022
Q4 | $2.56M | Sell |
18,318
-72
| -0.4% | -$10K | 0.37% | 52 |
|
|
2022
Q3 | $3.01M | Buy |
18,390
+12,215
| +198% | +$2M | 0.44% | 41 |
|
|
2022
Q2 | $3.05M | Sell |
6,175
-178
| -3% | -$87.9K | 0.4% | 54 |
|
|
2022
Q1 | $3.95M | Buy |
6,353
+466
| +8% | +$290K | 0.41% | 41 |
|
|
2021
Q4 | $3.28M | Buy |
5,887
+33
| +0.6% | +$18.4K | 0.32% | 71 |
|
|
2021
Q3 | $2.8M | Buy |
5,854
+29
| +0.5% | +$13.9K | 0.3% | 85 |
|
|
2021
Q2 | $2.16M | Buy |
5,825
+367
| +7% | +$136K | 0.25% | 103 |
|
|
2021
Q1 | $1.76M | Buy |
5,458
+159
| +3% | +$51.2K | 0.23% | 119 |
|
|
2020
Q4 | $1.88M | Sell |
5,299
-216
| -4% | -$76.8K | 0.27% | 100 |
|
|
2020
Q3 | $1.35M | Sell |
5,515
-269
| -5% | -$65.8K | 0.24% | 104 |
|
|
2020
Q2 | $1.33M | Buy |
5,784
+392
| +7% | +$90K | 0.26% | 98 |
|
|
2020
Q1 | $884K | Sell |
5,392
-1,453
| -21% | -$238K | 0.2% | 121 |
|
|
2019
Q4 | $1.58M | Sell |
6,845
-1,168
| -15% | -$270K | 0.28% | 87 |
|
|
2019
Q3 | $1.63M | Sell |
8,013
-204
| -2% | -$41.6K | 0.34% | 71 |
|
|
2019
Q2 | $1.67M | Sell |
8,217
-25
| -0.3% | -$5.09K | 0.38% | 61 |
|
|
2019
Q1 | $2M | Buy |
8,242
+3,189
| +63% | +$775K | 0.5% | 43 |
|
|
2018
Q4 | $952K | Sell |
5,053
-238
| -4% | -$44.8K | 0.28% | 87 |
|
|
2018
Q3 | $1.19M | Sell |
5,291
-290
| -5% | -$65.3K | 0.31% | 82 |
|
|
2018
Q2 | $1.15M | Buy |
5,581
+642
| +13% | +$132K | 0.32% | 78 |
|
|
2018
Q1 | $897K | Buy |
4,939
+100
| +2% | +$18.2K | 0.23% | 110 |
|
|
2017
Q4 | $701K | Sell |
4,839
-2,022
| -29% | -$293K | 0.18% | 141 |
|
|
2017
Q3 | $989K | Sell |
6,861
-652
| -9% | -$94K | 0.33% | 69 |
|
|
2017
Q2 | $1.01M | Sell |
7,513
-3,114
| -29% | -$417K | 0.32% | 64 |
|
|
2017
Q1 | $1.2M | Buy |
10,627
+5,042
| +90% | +$568K | 0.47% | 43 |
|
|
2016
Q4 | $698K | Buy |
5,585
+3,724
| +200% | +$465K | 0.33% | 70 |
|
|
2016
Q3 | $297K | Sell |
1,861
-280
| -13% | -$44.7K | 0.14% | 163 |
|
|
2016
Q2 | $263K | Buy |
2,141
+204
| +11% | +$25.1K | 0.14% | 179 |
|
|
2016
Q1 | $316K | Buy |
+1,937
| New | +$316K | 0.2% | 127 |
|