Newman Dignan & Sheerar Inc’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 | $2.88M | Sell |
14,055
-180
| -1% | -$36.8K | 0.66% | 40 |
|
|
2025
Q1 | $2.43M | Buy |
14,235
+125
| +0.9% | +$21.3K | 0.66% | 43 |
|
|
2024
Q4 | $2.57M | Sell |
14,110
-330
| -2% | -$60K | 0.66% | 42 |
|
|
2024
Q3 | $2.62M | Buy |
14,440
+330
| +2% | +$59.8K | 0.63% | 43 |
|
|
2024
Q2 | $2.39M | Sell |
14,110
-8
| -0.1% | -$1.36K | 0.62% | 46 |
|
|
2024
Q1 | $2.01M | Buy |
14,118
+76
| +0.5% | +$10.8K | 0.54% | 51 |
|
|
2023
Q4 | $2.07M | Buy |
14,042
+378
| +3% | +$55.7K | 0.63% | 45 |
|
|
2023
Q3 | $1.6M | Sell |
13,664
-368
| -3% | -$43.1K | 0.53% | 49 |
|
|
2023
Q2 | $1.79M | Hold |
14,032
| – | – | 0.55% | 50 |
|
|
2023
Q1 | $1.4M | Hold |
14,032
| – | – | 0.45% | 63 |
|
|
2022
Q4 | $979K | Buy |
14,032
+454
| +3% | +$31.7K | 0.32% | 80 |
|
|
2022
Q3 | $1.11K | Hold |
13,578
| – | – | 0.17% | 71 |
|
|
2022
Q2 | $1.12M | Buy |
13,578
+246
| +2% | +$20.3K | 0.38% | 74 |
|
|
2022
Q1 | $1.38K | Sell |
13,332
-1,470
| -10% | -$152 | 0.27% | 63 |
|
|
2021
Q4 | $1.37M | Hold |
14,802
| – | – | 0.42% | 62 |
|
|
2021
Q3 | $1.18M | Hold |
14,802
| – | – | 0.34% | 72 |
|
|
2021
Q2 | $915K | Hold |
14,802
| – | – | 0.31% | 77 |
|
|
2021
Q1 | $795K | Hold |
14,802
| – | – | 0.29% | 80 |
|
|
2020
Q4 | $877 | Hold |
14,802
| – | – | 0.14% | 74 |
|
|
2020
Q3 | $604K | Buy |
14,802
+300
| +2% | +$12.2K | 0.25% | 87 |
|
|
2020
Q2 | $609K | Buy |
14,502
+240
| +2% | +$10.1K | 0.26% | 80 |
|
|
2020
Q1 | $443K | Sell |
14,262
-828
| -5% | -$25.7K | 0.23% | 86 |
|
|
2019
Q4 | $582 | Sell |
15,090
-12
| -0.1% | – | 0.06% | 90 |
|
|
2019
Q3 | $513K | Hold |
15,102
| – | – | 0.24% | 92 |
|
|
2019
Q2 | $513 | Sell |
15,102
-300
| -2% | -$10 | 0.01% | 95 |
|
|
2019
Q1 | $623K | Buy |
15,402
+660
| +4% | +$26.7K | 0.25% | 80 |
|
|
2018
Q4 | $463 | Buy |
14,742
+5,292
| +56% | +$166 | 0.04% | 96 |
|
|
2018
Q3 | $340K | Sell |
9,450
-300
| -3% | -$10.8K | 0.15% | 120 |
|
|
2018
Q2 | $334 | Hold |
9,750
| – | – | 0.02% | 120 |
|
|
2018
Q1 | $304K | Sell |
9,750
-900
| -8% | -$28.1K | 0.15% | 127 |
|
|
2017
Q4 | $257K | Buy |
10,650
+600
| +6% | +$14.5K | 0.13% | 151 |
|
|
2017
Q3 | $241K | Buy |
+10,050
| New | +$241K | 0.13% | 143 |
|
|
2016
Q4 | – | Sell |
-10,650
| Closed | -$283K | – | 148 |
|
|
2016
Q3 | $283K | Sell |
10,650
-1,350
| -11% | -$35.9K | 0.18% | 123 |
|
|
2016
Q2 | $245K | Buy |
12,000
+150
| +1% | +$3.06K | 0.15% | 136 |
|
|
2016
Q1 | $322K | Sell |
11,850
-1,038
| -8% | -$28.2K | 0.23% | 101 |
|
|
2015
Q4 | $378K | Sell |
12,888
-162
| -1% | -$4.75K | 0.27% | 97 |
|
|
2015
Q3 | $374K | Sell |
13,050
-2,700
| -17% | -$77.4K | 0.24% | 89 |
|
|
2015
Q2 | $459K | Sell |
15,750
-300
| -2% | -$8.74K | 0.33% | 83 |
|
|
2015
Q1 | $391K | Sell |
16,050
-3,450
| -18% | -$84K | 0.28% | 94 |
|
|
2014
Q4 | $398 | Sell |
19,500
-600
| -3% | -$12 | 0.24% | 92 |
|
|
2014
Q3 | $329K | Sell |
20,100
-3,300
| -14% | -$54K | 0.25% | 102 |
|
|
2014
Q2 | $327 | Sell |
23,400
-300
| -1% | -$4 | 0.19% | 109 |
|
|
2014
Q1 | $271K | Sell |
23,700
-9,600
| -29% | -$110K | 0.19% | 121 |
|
|
2013
Q4 | $319 | Sell |
33,300
-7,140
| -18% | -$68 | 0.02% | 115 |
|
|
2013
Q3 | $309K | Buy |
40,440
+2,700
| +7% | +$20.6K | 0.24% | 111 |
|
|
2013
Q2 | $265 | Buy |
+37,740
| New | +$265 | 0.02% | 113 |
|