Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $261K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $219K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $215K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $23K | Buy |
|
|||||
|
2022
Q1 | $14K | Sell |
|
|||||
|
2021
Q4 | $27K | Buy |
|
|||||
|
2021
Q3 | $11K | Buy |
|
|||||
|
2021
Q2 | $5K | Sell |
|
|||||
|
2021
Q1 | $23K | Sell |
|
|||||
|
2020
Q4 | $101K | Sell |
|
|||||
|
2020
Q3 | $71K | Buy |
|
|||||
|
2020
Q2 | $66K | Sell |
|
|||||
|
2020
Q1 | $48K | Buy |
|
|||||
|
2019
Q4 | $50K | Sell |
|
|||||
|
2019
Q3 | $64K | Sell |
|
|||||
|
2019
Q2 | $66K | Buy |
|
|||||
|
2019
Q1 | $78K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $5K | Sell |
|
|||||
|
2017
Q4 | $12K | Hold |
|
|||||
|
2017
Q3 | $12K | Hold |
|
|||||
|
2017
Q2 | $11K | Buy |
|
|||||
|
2017
Q1 | $8K | Buy |
|
|||||
|
2016
Q4 | $3K | Buy |
|