Mount Yale Investment Advisors’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 | $572K | Buy |
2,795
+372
| +15% | +$76.1K | 0.04% | 311 |
|
|
2025
Q1 | $413K | Buy |
2,423
+167
| +7% | +$28.5K | 0.04% | 368 |
|
|
2024
Q4 | $411K | Buy |
2,256
+944
| +72% | +$172K | 0.03% | 373 |
|
|
2024
Q3 | $224K | Buy |
+1,312
| New | +$224K | 0.02% | 503 |
|
|
2023
Q2 | – | Sell |
-6,952
| Closed | -$694K | – | 505 |
|
|
2023
Q1 | $694K | Buy |
+6,952
| New | +$694K | 0.08% | 250 |
|
|
2022
Q4 | – | Sell |
-3,576
| Closed | -$293K | – | 482 |
|
|
2022
Q3 | $293K | Buy |
+3,576
| New | +$293K | 0.04% | 348 |
|
|
2018
Q4 | – | Sell |
-1,326
| Closed | -$42K | – | 640 |
|
|
2018
Q3 | $42K | Buy |
1,326
+708
| +115% | +$22.4K | 0.01% | 634 |
|
|
2018
Q2 | $21K | Sell |
618
-6
| -1% | -$204 | ﹤0.01% | 777 |
|
|
2018
Q1 | $19K | Buy |
+624
| New | +$19K | ﹤0.01% | 779 |
|