Montag & Associates’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $645K | Sell |
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|
2024
Q2 | $642K | Hold |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $989K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $426K | Hold |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $348K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $437K | Hold |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $2.97M | Buy |
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|
2018
Q4 | $436K | Sell |
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|
2018
Q3 | $637K | Buy |
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|
2018
Q2 | $577K | Buy |
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|
2018
Q1 | $487K | Buy |
|