PG
Patten Group’s Palo Alto Networks PANW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47M | Sell |
7,198
-13
| -0.2% | -$2.66K | 0.31% | 93 |
|
2025
Q1 | $1.23M | Sell |
7,211
-51
| -0.7% | -$8.7K | 0.28% | 105 |
|
2024
Q4 | $1.32M | Buy |
7,262
+4,192
| +137% | +$763K | 0.29% | 102 |
|
2024
Q3 | $1.05M | Buy |
3,070
+191
| +7% | +$65.3K | 0.23% | 124 |
|
2024
Q2 | $976K | Buy |
2,879
+145
| +5% | +$49.2K | 0.23% | 114 |
|
2024
Q1 | $777K | Buy |
2,734
+654
| +31% | +$186K | 0.19% | 138 |
|
2023
Q4 | $613K | Sell |
2,080
-59
| -3% | -$17.4K | 0.17% | 145 |
|
2023
Q3 | $501K | Sell |
2,139
-50
| -2% | -$11.7K | 0.15% | 154 |
|
2023
Q2 | $559K | Buy |
2,189
+20
| +0.9% | +$5.11K | 0.08% | 150 |
|
2023
Q1 | $433K | Buy |
2,169
+149
| +7% | +$29.8K | 0.13% | 170 |
|
2022
Q4 | $282K | Sell |
2,020
-357
| -15% | -$49.8K | 0.09% | 204 |
|
2022
Q3 | $404K | Buy |
2,377
+1,783
| +300% | +$303K | 0.14% | 169 |
|
2022
Q2 | $307K | Hold |
594
| – | – | 0.1% | 195 |
|
2022
Q1 | $370K | Sell |
594
-22
| -4% | -$13.7K | 0.1% | 191 |
|
2021
Q4 | $343K | Buy |
616
+52
| +9% | +$29K | 0.09% | 199 |
|
2021
Q3 | $270K | Buy |
+564
| New | +$270K | 0.08% | 220 |
|
2019
Q1 | – | Sell |
-15
| Closed | -$3K | – | 430 |
|
2018
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 513 |
|