Menard Financial Group’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 | $1.74M | Buy |
8,485
+725
| +9% | +$148K | 1.03% | 20 |
|
|
2025
Q1 | $1.46M | Sell |
7,760
-1,522
| -16% | -$287K | 0.96% | 24 |
|
|
2024
Q4 | $1.69M | Buy |
9,282
+1,306
| +16% | +$238K | 1.01% | 19 |
|
|
2024
Q3 | $1.36M | Sell |
7,976
-1,400
| -15% | -$239K | 0.9% | 24 |
|
|
2024
Q2 | $1.59M | Buy |
9,376
+1,482
| +19% | +$251K | 1.13% | 18 |
|
|
2024
Q1 | $1.12M | Buy |
7,894
+2,144
| +37% | +$305K | 0.94% | 24 |
|
|
2023
Q4 | $848K | Buy |
5,750
+300
| +6% | +$44.2K | 1.05% | 20 |
|
|
2023
Q3 | $639K | Buy |
5,450
+466
| +9% | +$54.6K | 0.92% | 24 |
|
|
2023
Q2 | $637K | Buy |
4,984
+490
| +11% | +$62.6K | 1.31% | 19 |
|
|
2023
Q1 | $449K | Hold |
4,494
| – | – | 1.04% | 27 |
|
|
2022
Q4 | $314K | Hold |
4,494
| – | – | 0.75% | 38 |
|
|
2022
Q3 | $368K | Sell |
4,494
-4,674
| -51% | -$383K | 0.67% | 42 |
|
|
2022
Q2 | $755K | Sell |
9,168
-498
| -5% | -$41K | 1.24% | 22 |
|
|
2022
Q1 | $1M | Buy |
9,666
+78
| +0.8% | +$8.09K | 0.99% | 25 |
|
|
2021
Q4 | $890K | Buy |
9,588
+240
| +3% | +$22.3K | 0.73% | 29 |
|
|
2021
Q3 | $746K | Buy |
9,348
+1,116
| +14% | +$89.1K | 0.65% | 34 |
|
|
2021
Q2 | $509K | Buy |
8,232
+372
| +5% | +$23K | 0.48% | 55 |
|
|
2021
Q1 | $422K | Sell |
7,860
-486
| -6% | -$26.1K | 0.45% | 60 |
|
|
2020
Q4 | $494K | Buy |
8,346
+1,368
| +20% | +$81K | 0.53% | 49 |
|
|
2020
Q3 | $285K | Buy |
6,978
+918
| +15% | +$37.5K | 0.33% | 81 |
|
|
2020
Q2 | $232K | Buy |
+6,060
| New | +$232K | 0.29% | 92 |
|
|
2020
Q1 | – | Sell |
-10,758
| Closed | -$415K | – | 90 |
|
|
2019
Q4 | $415K | Buy |
+10,758
| New | +$415K | 0.4% | 92 |
|