Mutual 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 | $3.14M | Buy |
15,450
+375
| +2% | +$76.2K | 0.08% | 236 |
|
|
2025
Q1 | $2.7M | Buy |
15,075
+206
| +1% | +$36.9K | 0.08% | 234 |
|
|
2024
Q4 | $2.63M | Sell |
14,869
-389
| -3% | -$68.9K | 0.08% | 225 |
|
|
2024
Q3 | $2.78M | Sell |
15,258
-350
| -2% | -$63.8K | 0.08% | 222 |
|
|
2024
Q2 | $2.51M | Sell |
15,608
-1,894
| -11% | -$305K | 0.08% | 235 |
|
|
2024
Q1 | $2.49M | Buy |
17,502
+10,030
| +134% | +$1.42M | 0.08% | 228 |
|
|
2023
Q4 | $1.1M | Buy |
7,472
+474
| +7% | +$69.9K | 0.04% | 429 |
|
|
2023
Q3 | $820K | Buy |
6,998
+980
| +16% | +$115K | 0.03% | 473 |
|
|
2023
Q2 | $769K | Buy |
6,018
+80
| +1% | +$10.2K | 0.03% | 510 |
|
|
2023
Q1 | $593K | Buy |
5,938
+628
| +12% | +$62.7K | 0.02% | 573 |
|
|
2022
Q4 | $370K | Hold |
5,310
| – | – | 0.02% | 682 |
|
|
2022
Q3 | $435K | Sell |
5,310
-4,584
| -46% | -$376K | 0.02% | 603 |
|
|
2022
Q2 | $815K | Buy |
9,894
+756
| +8% | +$62.3K | 0.05% | 392 |
|
|
2022
Q1 | $948K | Sell |
9,138
-456
| -5% | -$47.3K | 0.05% | 389 |
|
|
2021
Q4 | $890K | Buy |
9,594
+360
| +4% | +$33.4K | 0.05% | 417 |
|
|
2021
Q3 | $737K | Buy |
9,234
+54
| +0.6% | +$4.31K | 0.04% | 428 |
|
|
2021
Q2 | $568K | Buy |
9,180
+474
| +5% | +$29.3K | 0.03% | 491 |
|
|
2021
Q1 | $467K | Buy |
8,706
+12
| +0.1% | +$644 | 0.03% | 501 |
|
|
2020
Q4 | $515K | Sell |
8,694
-3,246
| -27% | -$192K | 0.04% | 459 |
|
|
2020
Q3 | $487K | Buy |
11,940
+1,278
| +12% | +$52.1K | 0.04% | 428 |
|
|
2020
Q2 | $408K | Buy |
+10,662
| New | +$408K | 0.04% | 433 |
|