LTI
Laffer Tengler Investments’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Buy |
47,930
+800
| +2% | +$164K | 1.75% | 15 |
|
|
2025
Q1 | $8.04M | Buy |
47,130
+2,628
| +6% | +$448K | 1.71% | 19 |
|
|
2024
Q4 | $8.1M | Buy |
44,502
+25,450
| +134% | +$4.63M | 1.59% | 19 |
|
|
2024
Q3 | $6.51M | Buy |
19,052
+1,386
| +8% | +$474K | 1.32% | 24 |
|
|
2024
Q2 | $5.99M | Buy |
17,666
+5,495
| +45% | +$1.86M | 1.29% | 24 |
|
|
2024
Q1 | $3.46M | Sell |
12,171
-1,252
| -9% | -$356K | 0.89% | 36 |
|
|
2023
Q4 | $3.96M | Buy |
13,423
+1,282
| +11% | +$378K | 1.05% | 31 |
|
|
2023
Q3 | $2.85M | Buy |
12,141
+1,282
| +12% | +$301K | 0.84% | 47 |
|
|
2023
Q2 | $2.77M | Sell |
10,859
-1,727
| -14% | -$441K | 0.74% | 50 |
|
|
2023
Q1 | $2.51M | Buy |
12,586
+942
| +8% | +$188K | 0.68% | 61 |
|
|
2022
Q4 | $1.62M | Buy |
11,644
+487
| +4% | +$68K | 0.47% | 69 |
|
|
2022
Q3 | $1.83M | Buy |
11,157
+6,952
| +165% | +$1.14M | 0.67% | 61 |
|
|
2022
Q2 | $2.08M | Sell |
4,205
-173
| -4% | -$85.5K | 0.73% | 58 |
|
|
2022
Q1 | $2.73M | Sell |
4,378
-465
| -10% | -$289K | 0.82% | 45 |
|
|
2021
Q4 | $2.7M | Sell |
4,843
-526
| -10% | -$293K | 0.78% | 47 |
|
|
2021
Q3 | $2.57M | Buy |
5,369
+697
| +15% | +$334K | 0.74% | 46 |
|
|
2021
Q2 | $1.73M | Buy |
4,672
+544
| +13% | +$202K | 0.65% | 64 |
|
|
2021
Q1 | $1.33M | Buy |
4,128
+664
| +19% | +$214K | 0.5% | 73 |
|
|
2020
Q4 | $1.23M | Buy |
3,464
+1,051
| +44% | +$374K | 0.52% | 67 |
|
|
2020
Q3 | $591K | Buy |
2,413
+1,661
| +221% | +$407K | 0.3% | 83 |
|
|
2020
Q2 | $173K | Buy |
752
+182
| +32% | +$41.8K | 0.1% | 136 |
|
|
2020
Q1 | $93.5K | Buy |
570
+253
| +80% | +$41.5K | 0.07% | 119 |
|
|
2019
Q4 | $73.3K | Buy |
+317
| New | +$73.3K | 0.05% | 128 |
|