Lido Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5M | Buy |
271,053
+25,355
| +10% | +$5.19M | 0.22% | 59 |
|
|
2025
Q1 | $41.9M | Buy |
245,698
+35,967
| +17% | +$6.14M | 0.19% | 68 |
|
|
2024
Q4 | $38.2M | Buy |
209,731
+111,091
| +113% | +$20.2M | 0.17% | 67 |
|
|
2024
Q3 | $33.7M | Buy |
98,640
+7,452
| +8% | +$2.55M | 0.17% | 57 |
|
|
2024
Q2 | $30.9M | Sell |
91,188
-37,856
| -29% | -$12.8M | 0.17% | 55 |
|
|
2024
Q1 | $36.7M | Buy |
129,044
+24,358
| +23% | +$6.92M | 0.22% | 46 |
|
|
2023
Q4 | $30.9M | Buy |
104,686
+32,568
| +45% | +$9.6M | 0.21% | 47 |
|
|
2023
Q3 | $16.9M | Buy |
72,118
+4,904
| +7% | +$1.15M | 0.13% | 85 |
|
|
2023
Q2 | $17.2M | Buy |
67,214
+11,542
| +21% | +$2.95M | 0.12% | 86 |
|
|
2023
Q1 | $11.1M | Buy |
55,672
+51,274
| +1,166% | +$10.2M | 0.11% | 110 |
|
|
2022
Q4 | $614K | Buy |
4,398
+2,714
| +161% | +$379K | 0.01% | 474 |
|
|
2022
Q3 | $275K | Buy |
+1,684
| New | +$275K | ﹤0.01% | 692 |
|
|
2019
Q3 | – | Sell |
-987
| Closed | -$201K | – | 545 |
|
|
2019
Q2 | $201K | Buy |
+987
| New | +$201K | 0.01% | 469 |
|
|
2019
Q1 | – | Sell |
-1,634
| Closed | -$307K | – | 499 |
|
|
2018
Q4 | $307K | Buy |
1,634
+48
| +3% | +$9.02K | 0.03% | 280 |
|
|
2018
Q3 | $357K | Buy |
1,586
+222
| +16% | +$50K | 0.03% | 283 |
|
|
2018
Q2 | $280K | Buy |
1,364
+159
| +13% | +$32.6K | 0.03% | 305 |
|
|
2018
Q1 | $218K | Buy |
+1,205
| New | +$218K | 0.03% | 328 |
|