Nicolet Advisory Services’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
$800K Buy
4,628
+219
+5% +$37.9K 0.07% 152
2025
Q1
$742K Sell
4,409
-384
-8% -$64.6K 0.07% 151
2024
Q4
$831K Buy
4,793
+673
+16% +$117K 0.08% 138
2024
Q3
$692K Sell
4,120
-76
-2% -$12.8K 0.07% 159
2024
Q2
$707K Buy
4,196
+1,030
+33% +$174K 0.07% 138
2024
Q1
$442K Sell
3,166
-286
-8% -$39.9K 0.04% 202
2023
Q4
$488K Sell
3,452
-456
-12% -$64.5K 0.05% 167
2023
Q3
$462K Buy
3,908
+1,164
+42% +$138K 0.05% 167
2023
Q2
$348K Buy
2,744
+178
+7% +$22.6K 0.04% 203
2023
Q1
$246K Buy
+2,566
New +$246K 0.03% 240