Patriot Financial Group Insurance Agency’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 | $261K | Buy |
+1,274
| New | +$261K | 0.03% | 433 |
|
|
2025
Q1 | – | Sell |
-1,201
| Closed | -$219K | – | 507 |
|
|
2024
Q4 | $219K | Buy |
+1,201
| New | +$219K | 0.03% | 431 |
|
|
2024
Q3 | – | Sell |
-1,342
| Closed | -$227K | – | 511 |
|
|
2024
Q2 | $227K | Sell |
1,342
-168
| -11% | -$28.5K | 0.03% | 422 |
|
|
2024
Q1 | $215K | Buy |
+1,510
| New | +$215K | 0.03% | 432 |
|
|
2022
Q3 | – | Sell |
-276
| Closed | -$23K | – | 1477 |
|
|
2022
Q2 | $23K | Buy |
276
+138
| +100% | +$11.5K | ﹤0.01% | 959 |
|
|
2022
Q1 | $14K | Sell |
138
-150
| -52% | -$15.2K | ﹤0.01% | 1234 |
|
|
2021
Q4 | $27K | Buy |
288
+150
| +109% | +$14.1K | ﹤0.01% | 1093 |
|
|
2021
Q3 | $11K | Buy |
138
+54
| +64% | +$4.3K | ﹤0.01% | 1445 |
|
|
2021
Q2 | $5K | Sell |
84
-348
| -81% | -$20.7K | ﹤0.01% | 1661 |
|
|
2021
Q1 | $23K | Sell |
432
-1,278
| -75% | -$68K | 0.01% | 1038 |
|
|
2020
Q4 | $101K | Sell |
1,710
-24
| -1% | -$1.42K | 0.03% | 496 |
|
|
2020
Q3 | $71K | Buy |
1,734
+6
| +0.3% | +$246 | 0.02% | 467 |
|
|
2020
Q2 | $66K | Sell |
1,728
-12
| -0.7% | -$458 | 0.03% | 447 |
|
|
2020
Q1 | $48K | Buy |
1,740
+444
| +34% | +$12.2K | 0.02% | 472 |
|
|
2019
Q4 | $50K | Sell |
1,296
-594
| -31% | -$22.9K | 0.02% | 477 |
|
|
2019
Q3 | $64K | Sell |
1,890
-36
| -2% | -$1.22K | 0.03% | 400 |
|
|
2019
Q2 | $66K | Buy |
1,926
+6
| +0.3% | +$206 | 0.03% | 396 |
|
|
2019
Q1 | $78K | Buy |
+1,920
| New | +$78K | 0.04% | 318 |
|
|
2018
Q2 | – | Sell |
-150
| Closed | -$5K | – | 820 |
|
|
2018
Q1 | $5K | Sell |
150
-330
| -69% | -$11K | ﹤0.01% | 741 |
|
|
2017
Q4 | $12K | Hold |
480
| – | – | 0.01% | 560 |
|
|
2017
Q3 | $12K | Hold |
480
| – | – | 0.01% | 518 |
|
|
2017
Q2 | $11K | Buy |
480
+30
| +7% | +$688 | 0.01% | 518 |
|
|
2017
Q1 | $8K | Buy |
450
+330
| +275% | +$5.87K | 0.01% | 533 |
|
|
2016
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 648 |
|