Lyell Wealth Management’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 | $33.7M | Buy |
164,836
+4,166
| +3% | +$853K | 2.66% | 6 |
|
|
2025
Q1 | $27.4M | Buy |
160,670
+2,484
| +2% | +$424K | 2.56% | 6 |
|
|
2024
Q4 | $28.8M | Buy |
158,186
+424
| +0.3% | +$77.2K | 2.58% | 6 |
|
|
2024
Q3 | $27M | Sell |
157,762
-6
| -0% | -$1.03K | 2.45% | 6 |
|
|
2024
Q2 | $26.7M | Buy |
157,768
+6,140
| +4% | +$1.04M | 2.55% | 5 |
|
|
2024
Q1 | $21.5M | Buy |
151,628
+7,174
| +5% | +$1.02M | 2.19% | 7 |
|
|
2023
Q4 | $21.3M | Buy |
144,454
+9,240
| +7% | +$1.36M | 2.42% | 6 |
|
|
2023
Q3 | $15.8M | Buy |
135,214
+1,492
| +1% | +$175K | 2.13% | 7 |
|
|
2023
Q2 | $17.1M | Sell |
133,722
-8,132
| -6% | -$1.04M | 2.18% | 6 |
|
|
2023
Q1 | $14.2M | Sell |
141,854
-370
| -0.3% | -$37K | 1.98% | 8 |
|
|
2022
Q4 | $9.92M | Buy |
142,224
+552
| +0.4% | +$38.5K | 1.57% | 16 |
|
|
2022
Q3 | $11.6M | Sell |
141,672
-1,350
| -0.9% | -$111K | 1.98% | 9 |
|
|
2022
Q2 | $11.8M | Sell |
143,022
-15,816
| -10% | -$1.3M | 1.92% | 11 |
|
|
2022
Q1 | $16.5M | Sell |
158,838
-2,094
| -1% | -$217K | 2.12% | 7 |
|
|
2021
Q4 | $14.9M | Buy |
160,932
+600
| +0.4% | +$55.7K | 1.7% | 16 |
|
|
2021
Q3 | $12.8M | Buy |
160,332
+4,812
| +3% | +$384K | 1.56% | 19 |
|
|
2021
Q2 | $9.62M | Buy |
155,520
+7,122
| +5% | +$440K | 1.19% | 32 |
|
|
2021
Q1 | $7.97M | Buy |
148,398
+3,156
| +2% | +$169K | 1.16% | 32 |
|
|
2020
Q4 | $8.6M | Sell |
145,242
-168
| -0.1% | -$9.95K | 1.37% | 31 |
|
|
2020
Q3 | $5.93M | Sell |
145,410
-86,292
| -37% | -$3.52M | 1.11% | 36 |
|
|
2020
Q2 | $8.87M | Buy |
231,702
+5,256
| +2% | +$201K | 1.95% | 13 |
|
|
2020
Q1 | $6.19M | Sell |
226,446
-3,030
| -1% | -$82.8K | 1.85% | 18 |
|
|
2019
Q4 | $8.84M | Buy |
229,476
+5,304
| +2% | +$204K | 2.36% | 7 |
|
|
2019
Q3 | $7.62M | Sell |
224,172
-127,194
| -36% | -$4.32M | 2.29% | 6 |
|
|
2019
Q2 | $11.9M | Buy |
351,366
+4,872
| +1% | +$165K | 3.6% | 3 |
|
|
2019
Q1 | $14M | Buy |
346,494
+1,692
| +0.5% | +$68.5K | 4.68% | 2 |
|
|
2018
Q4 | $10.8M | Sell |
344,802
-1,308
| -0.4% | -$41.1K | 4.52% | 2 |
|
|
2018
Q3 | $13M | Sell |
346,110
-38,112
| -10% | -$1.43M | 4.38% | 1 |
|
|
2018
Q2 | $13.2M | Sell |
384,222
-17,514
| -4% | -$600K | 4.81% | 1 |
|
|
2018
Q1 | $12.2M | Sell |
401,736
-56,730
| -12% | -$1.72M | 4.5% | 1 |
|
|
2017
Q4 | $11.1M | Sell |
458,466
-7,290
| -2% | -$176K | 4.4% | 1 |
|
|
2017
Q3 | $11.2M | Buy |
465,756
+1,140
| +0.2% | +$27.4K | 4.83% | 1 |
|
|
2017
Q2 | $10.4M | Sell |
464,616
-57,300
| -11% | -$1.28M | 5.04% | 1 |
|
|
2017
Q1 | $9.8M | Buy |
521,916
+22,566
| +5% | +$424K | 5.3% | 1 |
|
|
2016
Q4 | $10.4M | Buy |
+499,350
| New | +$10.4M | 6.47% | 1 |
|