Perigon Wealth Management’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 | $4.2M | Buy |
20,519
+4,498
| +28% | +$920K | 0.1% | 207 |
|
|
2025
Q1 | $2.73M | Buy |
16,021
+103
| +0.6% | +$17.6K | 0.07% | 262 |
|
|
2024
Q4 | $2.82M | Buy |
15,918
+896
| +6% | +$159K | 0.07% | 257 |
|
|
2024
Q3 | $2.57M | Buy |
15,022
+934
| +7% | +$160K | 0.07% | 249 |
|
|
2024
Q2 | $2.39M | Buy |
14,088
+1,488
| +12% | +$252K | 0.07% | 231 |
|
|
2024
Q1 | $1.79M | Buy |
12,600
+4,384
| +53% | +$623K | 0.05% | 265 |
|
|
2023
Q4 | $1.21M | Buy |
8,216
+982
| +14% | +$145K | 0.04% | 300 |
|
|
2023
Q3 | $848K | Sell |
7,234
-3,950
| -35% | -$463K | 0.03% | 332 |
|
|
2023
Q2 | $1.43M | Buy |
11,184
+2,980
| +36% | +$381K | 0.06% | 250 |
|
|
2023
Q1 | $819K | Buy |
8,204
+398
| +5% | +$39.7K | 0.05% | 310 |
|
|
2022
Q4 | $545K | Buy |
7,806
+34
| +0.4% | +$2.37K | 0.03% | 373 |
|
|
2022
Q3 | $636K | Sell |
7,772
-1,030
| -12% | -$84.3K | 0.06% | 278 |
|
|
2022
Q2 | $725K | Sell |
8,802
-672
| -7% | -$55.4K | 0.06% | 260 |
|
|
2022
Q1 | $983K | Buy |
9,474
+4,872
| +106% | +$506K | 0.07% | 237 |
|
|
2021
Q4 | $427K | Buy |
4,602
+240
| +6% | +$22.3K | 0.03% | 374 |
|
|
2021
Q3 | $348K | Sell |
4,362
-294
| -6% | -$23.5K | 0.03% | 379 |
|
|
2021
Q2 | $288K | Buy |
4,656
+330
| +8% | +$20.4K | 0.03% | 410 |
|
|
2021
Q1 | $232K | Sell |
4,326
-2,304
| -35% | -$124K | 0.02% | 437 |
|
|
2020
Q4 | $393K | Sell |
6,630
-2,298
| -26% | -$136K | 0.05% | 286 |
|
|
2020
Q3 | $364K | Sell |
8,928
-2,472
| -22% | -$101K | 0.05% | 270 |
|
|
2020
Q2 | $436K | Buy |
+11,400
| New | +$436K | 0.07% | 208 |
|
|
2020
Q1 | – | Sell |
-7,524
| Closed | -$301K | – | 331 |
|
|
2019
Q4 | $301K | Buy |
+7,524
| New | +$301K | 0.06% | 194 |
|
|
2017
Q2 | – | Sell |
-210
| Closed | -$4K | – | 614 |
|
|
2017
Q1 | $4K | Buy |
210
+66
| +46% | +$1.26K | ﹤0.01% | 579 |
|
|
2016
Q4 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 675 |
|