Orion Portfolio Solutions’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
Q1 | $5.92M | Buy |
34,668
+1,713
| +5% | +$292K | 0.06% | 305 |
|
|
2024
Q4 | $6M | Sell |
32,955
-2,545
| -7% | -$463K | 0.06% | 288 |
|
|
2024
Q3 | $6.07M | Buy |
35,500
+3,404
| +11% | +$582K | 0.06% | 297 |
|
|
2024
Q2 | $5.44M | Buy |
32,096
+2,502
| +8% | +$424K | 0.06% | 293 |
|
|
2024
Q1 | $4.2M | Sell |
29,594
-6
| -0% | -$852 | 0.05% | 369 |
|
|
2023
Q4 | $4.28M | Buy |
29,600
+2,358
| +9% | +$341K | 0.05% | 339 |
|
|
2023
Q3 | $3.19M | Sell |
27,242
-1,424
| -5% | -$167K | 0.04% | 413 |
|
|
2023
Q2 | $3.66M | Sell |
28,666
-2,554
| -8% | -$326K | 0.04% | 413 |
|
|
2023
Q1 | $3.12M | Buy |
+31,220
| New | +$3.12M | 0.04% | 416 |
|
|
2020
Q3 | – | Sell |
-210
| Closed | -$8K | – | 1554 |
|
|
2020
Q2 | $8K | Sell |
210
-30
| -13% | -$1.14K | ﹤0.01% | 1295 |
|
|
2020
Q1 | $7K | Sell |
240
-342
| -59% | -$9.98K | ﹤0.01% | 1195 |
|
|
2019
Q4 | $22K | Buy |
+582
| New | +$22K | ﹤0.01% | 748 |
|