PIA
Perennial Investment Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
9,758
-453
| -4% | -$92.7K | 0.19% | 105 |
|
|
2025
Q1 | $1.74M | Sell |
10,211
-13
| -0.1% | -$2.22K | 0.2% | 96 |
|
|
2024
Q4 | $1.86M | Buy |
10,224
+5,226
| +105% | +$951K | 0.22% | 84 |
|
|
2024
Q3 | $1.71M | Buy |
4,998
+6
| +0.1% | +$2.05K | 0.22% | 81 |
|
|
2024
Q2 | $1.69M | Buy |
4,992
+21
| +0.4% | +$7.12K | 0.24% | 74 |
|
|
2024
Q1 | $1.41M | Buy |
4,971
+1,622
| +48% | +$461K | 0.21% | 80 |
|
|
2023
Q4 | $988K | Buy |
3,349
+110
| +3% | +$32.4K | 0.16% | 104 |
|
|
2023
Q3 | $759K | Buy |
3,239
+134
| +4% | +$31.4K | 0.14% | 127 |
|
|
2023
Q2 | $793K | Sell |
3,105
-13
| -0.4% | -$3.32K | 0.14% | 126 |
|
|
2023
Q1 | $623K | Buy |
3,118
+60
| +2% | +$12K | 0.12% | 147 |
|
|
2022
Q4 | $427K | Buy |
3,058
+382
| +14% | +$53.3K | 0.17% | 118 |
|
|
2022
Q3 | $438K | Buy |
2,676
+1,791
| +202% | +$293K | 0.2% | 96 |
|
|
2022
Q2 | $435K | Sell |
885
-35
| -4% | -$17.2K | 0.17% | 113 |
|
|
2022
Q1 | $572K | Sell |
920
-21
| -2% | -$13.1K | 0.18% | 102 |
|
|
2021
Q4 | $524K | Buy |
941
+25
| +3% | +$13.9K | 0.16% | 109 |
|
|
2021
Q3 | $441K | Buy |
916
+160
| +21% | +$77K | 0.16% | 123 |
|
|
2021
Q2 | $281K | Buy |
+756
| New | +$281K | 0.1% | 161 |
|
|
2020
Q1 | – | Sell |
-894
| Closed | -$207K | – | 140 |
|
|
2019
Q4 | $207K | Buy |
+894
| New | +$207K | 0.16% | 122 |
|