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 |
|