LA
Legacy Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,041
| Closed | -$690K | – | 294 |
|
|
2025
Q1 | $690K | Buy |
4,041
+381
| +10% | +$65K | 0.07% | 212 |
|
|
2024
Q4 | $666K | Buy |
3,660
+2,005
| +121% | +$365K | 0.06% | 221 |
|
|
2024
Q3 | $566K | Buy |
1,655
+15
| +0.9% | +$5.13K | 0.06% | 229 |
|
|
2024
Q2 | $556K | Buy |
1,640
+924
| +129% | +$313K | 0.07% | 194 |
|
|
2024
Q1 | $203K | Buy |
+716
| New | +$203K | 0.03% | 303 |
|
|
2019
Q3 | – | Sell |
-250
| Closed | -$51K | – | 270 |
|
|
2019
Q2 | $51K | Hold |
250
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $61K | Buy |
+250
| New | +$61K | 0.02% | 196 |
|
|
2018
Q4 | – | Sell |
-283
| Closed | -$64K | – | 317 |
|
|
2018
Q3 | $64K | Buy |
+283
| New | +$64K | 0.03% | 212 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$4K | – | 441 |
|
|
2017
Q4 | $4K | Buy |
28
+6
| +27% | +$857 | ﹤0.01% | 311 |
|
|
2017
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 311 |
|