Merit 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 | $7.57M | Buy |
36,971
+1,997
| +6% | +$409K | 0.08% | 185 |
|
|
2025
Q1 | $5.97M | Buy |
34,974
+7,978
| +30% | +$1.36M | 0.09% | 186 |
|
|
2024
Q4 | $4.91M | Buy |
26,996
+24,770
| +1,113% | +$4.51M | 0.09% | 189 |
|
|
2024
Q3 | $380K | Sell |
2,226
-2,252
| -50% | -$385K | 0.01% | 622 |
|
|
2024
Q2 | $759K | Buy |
4,478
+636
| +17% | +$108K | 0.02% | 482 |
|
|
2024
Q1 | $569K | Sell |
3,842
-5,072
| -57% | -$751K | 0.01% | 541 |
|
|
2023
Q4 | $1.31M | Buy |
8,914
+3,460
| +63% | +$510K | 0.04% | 259 |
|
|
2023
Q3 | $639K | Buy |
5,454
+98
| +2% | +$11.5K | 0.02% | 400 |
|
|
2023
Q2 | $684K | Sell |
5,356
-9,546
| -64% | -$1.22M | 0.02% | 395 |
|
|
2023
Q1 | $1.49M | Buy |
+14,902
| New | +$1.49M | 0.05% | 233 |
|
|
2021
Q4 | – | Sell |
-3,240
| Closed | -$259K | – | 286 |
|
|
2021
Q3 | $259K | Buy |
+3,240
| New | +$259K | 0.03% | 227 |
|