NIA
NIA Impact Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Sell |
38,890
-791
| -2% | -$162K | 2.75% | 8 |
|
|
2025
Q1 | $6.77M | Sell |
39,681
-545
| -1% | -$93K | 2.51% | 12 |
|
|
2024
Q4 | $7.32M | Buy |
40,226
+18,407
| +84% | +$3.35M | 2.38% | 10 |
|
|
2024
Q3 | $7.46M | Sell |
21,819
-868
| -4% | -$297K | 2.48% | 11 |
|
|
2024
Q2 | $7.69M | Sell |
22,687
-1,185
| -5% | -$402K | 2.76% | 8 |
|
|
2024
Q1 | $6.78M | Buy |
+23,872
| New | +$6.78M | 2.7% | 11 |
|
|
2023
Q2 | $6.26M | Sell |
29,248
-615
| -2% | -$132K | 3.56% | 8 |
|
|
2023
Q1 | $5.96M | Buy |
29,863
+134
| +0.5% | +$26.8K | 3.22% | 11 |
|
|
2022
Q4 | $4.15M | Buy |
29,729
+2,640
| +10% | +$368K | 2.41% | 21 |
|
|
2022
Q3 | $4.44M | Buy |
27,089
+19,592
| +261% | +$3.21M | 2.74% | 16 |
|
|
2022
Q2 | $3.7M | Buy |
7,497
+830
| +12% | +$410K | 2.22% | 14 |
|
|
2022
Q1 | $4.15M | Sell |
6,667
-2,532
| -28% | -$1.58M | 2.01% | 17 |
|
|
2021
Q4 | $4.86M | Sell |
9,199
-747
| -8% | -$394K | 2.58% | 15 |
|
|
2021
Q3 | $4.76M | Buy |
9,946
+2,014
| +25% | +$965K | 2.03% | 20 |
|
|
2021
Q2 | $2.94M | Buy |
7,932
+241
| +3% | +$89.4K | 1.44% | 31 |
|
|
2021
Q1 | $2.48M | Sell |
7,691
-759
| -9% | -$244K | 1.34% | 34 |
|
|
2020
Q4 | $3.07M | Buy |
+8,450
| New | +$3.07M | 1.6% | 29 |
|