NewEdge 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 | $23.3M | Buy |
113,885
+12,677
| +13% | +$2.59M | 0.12% | 170 |
|
|
2025
Q1 | $17.3M | Buy |
101,208
+6,563
| +7% | +$1.12M | 0.1% | 204 |
|
|
2024
Q4 | $17.2M | Sell |
94,645
-3,827
| -4% | -$696K | 0.1% | 193 |
|
|
2024
Q3 | $16.8M | Sell |
98,472
-744
| -0.7% | -$127K | 0.11% | 196 |
|
|
2024
Q2 | $16.8M | Buy |
99,216
+18,892
| +24% | +$3.2M | 0.12% | 171 |
|
|
2024
Q1 | $11.4M | Buy |
80,324
+12,378
| +18% | +$1.76M | 0.1% | 209 |
|
|
2023
Q4 | $11.1M | Buy |
67,946
+27,336
| +67% | +$4.48M | 0.11% | 192 |
|
|
2023
Q3 | $4.76M | Buy |
40,610
+11,772
| +41% | +$1.38M | 0.05% | 331 |
|
|
2023
Q2 | $3.68M | Buy |
28,838
+12,852
| +80% | +$1.64M | 0.04% | 398 |
|
|
2023
Q1 | $1.6M | Sell |
15,986
-4,244
| -21% | -$424K | 0.02% | 601 |
|
|
2022
Q4 | $770K | Sell |
20,230
-1,758
| -8% | -$66.9K | 0.02% | 605 |
|
|
2022
Q3 | $1.8M | Buy |
21,988
+2,800
| +15% | +$229K | 0.03% | 461 |
|
|
2022
Q2 | $1.58M | Buy |
+19,188
| New | +$1.58M | 0.03% | 504 |
|
|
2022
Q1 | – | Sell |
-12,960
| Closed | -$1.2M | – | 1482 |
|
|
2021
Q4 | $1.2M | Buy |
12,960
+8,202
| +172% | +$761K | 0.02% | 638 |
|
|
2021
Q3 | $380K | Buy |
4,758
+828
| +21% | +$66.1K | 0.01% | 828 |
|
|
2021
Q2 | $243K | Buy |
+3,930
| New | +$243K | 0.01% | 979 |
|
|
2021
Q1 | – | Sell |
-55,302
| Closed | -$3.28M | – | 1093 |
|
|
2020
Q4 | $3.28M | Buy |
+55,302
| New | +$3.28M | 0.11% | 188 |
|
|
2019
Q2 | – | Sell |
-7,272
| Closed | -$294K | – | 688 |
|
|
2019
Q1 | $294K | Buy |
+7,272
| New | +$294K | 0.02% | 527 |
|
|
2018
Q4 | – | Sell |
-5,808
| Closed | -$218K | – | 690 |
|
|
2018
Q3 | $218K | Buy |
+5,808
| New | +$218K | 0.02% | 593 |
|
|
2017
Q3 | – | Sell |
-720
| Closed | -$16.5K | – | 882 |
|
|
2017
Q2 | $16.5K | Buy |
+720
| New | +$16.5K | ﹤0.01% | 795 |
|