OneDigital Investment Advisors’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 | $4.72M | Sell |
23,045
-328
| -1% | -$67.1K | 0.05% | 250 |
|
|
2025
Q1 | $3.99M | Sell |
23,373
-5,544
| -19% | -$946K | 0.05% | 267 |
|
|
2024
Q4 | $5.26M | Buy |
28,917
+539
| +2% | +$98.1K | 0.06% | 234 |
|
|
2024
Q3 | $4.85M | Buy |
28,378
+1,042
| +4% | +$178K | 0.06% | 251 |
|
|
2024
Q2 | $4.63M | Buy |
27,336
+3,244
| +13% | +$550K | 0.06% | 246 |
|
|
2024
Q1 | $3.42M | Sell |
24,092
-98,770
| -80% | -$14M | 0.05% | 238 |
|
|
2023
Q4 | $18.1M | Buy |
122,862
+10,112
| +9% | +$1.49M | 0.32% | 69 |
|
|
2023
Q3 | $13.2M | Buy |
112,750
+2,448
| +2% | +$287K | 0.29% | 74 |
|
|
2023
Q2 | $14.1M | Sell |
110,302
-6,146
| -5% | -$785K | 0.31% | 67 |
|
|
2023
Q1 | $11.6M | Buy |
116,448
+60,738
| +109% | +$6.07M | 0.27% | 76 |
|
|
2022
Q4 | $3.89M | Buy |
55,710
+12,342
| +28% | +$861K | 0.11% | 155 |
|
|
2022
Q3 | $3.55M | Buy |
43,368
+31,230
| +257% | +$2.56M | 0.13% | 113 |
|
|
2022
Q2 | $999K | Buy |
12,138
+654
| +6% | +$53.8K | 0.04% | 259 |
|
|
2022
Q1 | $1.19M | Sell |
11,484
-720
| -6% | -$74.7K | 0.05% | 230 |
|
|
2021
Q4 | $1.13M | Buy |
12,204
+1,590
| +15% | +$147K | 0.04% | 253 |
|
|
2021
Q3 | $847K | Sell |
10,614
-24
| -0.2% | -$1.92K | 0.03% | 300 |
|
|
2021
Q2 | $658K | Buy |
10,638
+4,422
| +71% | +$274K | 0.03% | 340 |
|
|
2021
Q1 | $334K | Buy |
6,216
+1,542
| +33% | +$82.9K | 0.02% | 478 |
|
|
2020
Q4 | $277K | Buy |
+4,674
| New | +$277K | 0.01% | 504 |
|
|
2019
Q3 | – | Sell |
-2,520
| Closed | -$86K | – | 945 |
|
|
2019
Q2 | $86K | Buy |
+2,520
| New | +$86K | 0.01% | 478 |
|