McDaniel Terry & Co’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 | – | Sell |
-1,497
| Closed | -$255K | – | 96 |
|
|
2025
Q1 | $255K | Sell |
1,497
-141
| -9% | -$24K | 0.02% | 92 |
|
|
2024
Q4 | $298K | Hold |
1,638
| – | – | 0.02% | 86 |
|
|
2024
Q3 | $280K | Sell |
1,638
-298
| -15% | -$50.9K | 0.02% | 86 |
|
|
2024
Q2 | $328K | Sell |
1,936
-54
| -3% | -$9.15K | 0.03% | 78 |
|
|
2024
Q1 | $283K | Buy |
+1,990
| New | +$283K | 0.03% | 88 |
|
|
2023
Q2 | – | Sell |
-3,106
| Closed | -$310K | – | 95 |
|
|
2023
Q1 | $310K | Buy |
+3,106
| New | +$310K | 0.03% | 77 |
|
|
2022
Q4 | – | Sell |
-3,330
| Closed | -$273K | – | 95 |
|
|
2022
Q3 | $273K | Hold |
3,330
| – | – | 0.04% | 78 |
|
|
2022
Q2 | $274K | Hold |
3,330
| – | – | 0.03% | 82 |
|
|
2022
Q1 | $345K | Buy |
+3,330
| New | +$345K | 0.04% | 77 |
|