Level Four Advisory 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
$4.55M Sell
22,218
-1,401
-6% -$287K 0.17% 170
2025
Q1
$4.03M Sell
23,619
-609
-3% -$104K 0.17% 173
2024
Q4
$4.41M Buy
24,228
+172
+0.7% +$31.3K 0.18% 152
2024
Q3
$4.33M Sell
24,056
-612
-2% -$110K 0.18% 161
2024
Q2
$4.18M Buy
24,668
+250
+1% +$42.4K 0.19% 161
2024
Q1
$3.6M Buy
24,418
+994
+4% +$147K 0.2% 130
2023
Q4
$3.45M Sell
23,424
-546
-2% -$80.5K 0.19% 133
2023
Q3
$2.81M Buy
23,970
+198
+0.8% +$23.2K 0.18% 140
2023
Q2
$3.04M Buy
23,772
+684
+3% +$87.4K 0.18% 134
2023
Q1
$2.31M Sell
23,088
-5,178
-18% -$517K 0.15% 158
2022
Q4
$1.97M Buy
28,266
+3,224
+13% +$225K 0.15% 168
2022
Q3
$2.05M Buy
25,042
+214
+0.9% +$17.5K 0.2% 130
2022
Q2
$2.04M Sell
24,828
-1,638
-6% -$135K 0.19% 130
2022
Q1
$2.75M Buy
26,466
+1,356
+5% +$141K 0.22% 125
2021
Q4
$2.33M Sell
25,110
-3,384
-12% -$314K 0.18% 140
2021
Q3
$2.28M Sell
28,494
-120
-0.4% -$9.58K 0.24% 111
2021
Q2
$1.77M Buy
28,614
+1,542
+6% +$95.4K 0.12% 182
2021
Q1
$1.45M Buy
27,072
+1,434
+6% +$77K 0.11% 201
2020
Q4
$1.52M Sell
25,638
-2,796
-10% -$166K 0.12% 181
2020
Q3
$1.16M Sell
28,434
-1,476
-5% -$60.2K 0.09% 220
2020
Q2
$1.15M Sell
29,910
-978
-3% -$37.7K 0.09% 235
2020
Q1
$836K Buy
30,888
+2,340
+8% +$63.3K 0.1% 231
2019
Q4
$5.94M Buy
28,548
+5,928
+26% +$1.23M 0.24% 130
2019
Q3
$769K Buy
22,620
+1,194
+6% +$40.6K 0.08% 246
2019
Q2
$729K Buy
21,426
+204
+1% +$6.94K 0.07% 254
2019
Q1
$859K Buy
21,222
+822
+4% +$33.3K 0.09% 214
2018
Q4
$640K Sell
20,400
-732
-3% -$23K 0.08% 247
2018
Q3
$793K Sell
21,132
-2,820
-12% -$106K 0.09% 243
2018
Q2
$821K Buy
+23,952
New +$821K 0.06% 276