Nikulski Financial’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.62M | Sell |
47,534
-51
| -0.1% | -$8.57K | 1.88% | 13 |
|
|
2025
Q4 | $8.77M | Buy |
47,585
+3,409
| +8% | +$688K | 2.1% | 10 |
|
|
2025
Q3 | $9M | Buy |
44,176
+1,880
| +4% | +$360K | 2.26% | 13 |
|
|
2025
Q2 | $8.66M | Buy |
42,296
+760
| +2% | +$141K | 2.37% | 12 |
|
|
2025
Q1 | $7.09M | Buy |
41,536
+998
| +2% | +$185K | 2.14% | 14 |
|
|
2024
Q4 | $7.38M | Sell |
40,538
-976
| -2% | -$184K | 2.17% | 14 |
|
|
2024
Q3 | $7.09M | Sell |
41,514
-304
| -0.7% | -$51.2K | 2.12% | 15 |
|
|
2024
Q2 | $7.09M | Buy |
41,818
+80
| +0.2% | +$12K | 2.26% | 13 |
|
|
2024
Q1 | $5.93M | Buy |
41,738
+8,468
| +25% | +$1.34M | 1.97% | 15 |
|
|
2023
Q4 | $4.91M | Buy |
33,270
+1,194
| +4% | +$160K | 1.8% | 17 |
|
|
2023
Q3 | $3.76M | Buy |
32,076
+4,674
| +17% | +$553K | 1.56% | 18 |
|
|
2023
Q2 | $3.5M | Sell |
27,402
-70
| -0.3% | -$7.28K | 1.45% | 20 |
|
|
2023
Q1 | $2.74M | Buy |
27,472
+180
| +0.7% | +$15.3K | 1.21% | 26 |
|
|
2022
Q4 | $1.9M | Buy |
27,292
+190
| +0.7% | +$15.3K | 0.91% | 35 |
|
|
2022
Q3 | $2.22M | Sell |
27,102
-108
| -0.4% | -$9.35K | 1.15% | 28 |
|
|
2022
Q2 | $2.24M | Sell |
27,210
-12
| -0% | -$1.06K | 1.11% | 28 |
|
|
2022
Q1 | $2.82M | Buy |
27,222
+588
| +2% | +$52.6K | 1.19% | 23 |
|
|
2021
Q4 | $2.47M | Buy |
26,634
+240
| +0.9% | +$20.8K | 1.04% | 28 |
|
|
2021
Q3 | $2.11M | Hold |
26,394
| – | – | 0.97% | 31 |
|
|
2021
Q2 | $1.72M | Sell |
26,394
-2,052
| -7% | -$122K | 0.8% | 37 |
|
|
2021
Q1 | $1.53M | Sell |
28,446
-816
| -3% | -$48.5K | 0.78% | 35 |
|
|
2020
Q4 | $1.73M | Sell |
29,262
-270
| -0.9% | -$12.6K | 0.95% | 34 |
|
|
2020
Q3 | $1.21M | Buy |
29,532
+192
| +0.7% | +$7.99K | 0.76% | 39 |
|
|
2020
Q2 | $1.12M | Buy |
29,340
+3,150
| +12% | +$111K | 0.79% | 37 |
|
|
2020
Q1 | $716K | Buy |
+26,190
| New | +$914K | 0.62% | 39 |
|
Other funds holding PANW
VCM
VPM