PFG Advisors’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 | $1.25M | Buy |
6,093
+489
| +9% | +$100K | 0.06% | 267 |
|
2025
Q1 | $956K | Buy |
5,604
+183
| +3% | +$31.2K | 0.05% | 344 |
|
2024
Q4 | $986K | Sell |
5,421
-339
| -6% | -$61.7K | 0.06% | 311 |
|
2024
Q3 | $984K | Sell |
5,760
-1,138
| -16% | -$194K | 0.06% | 306 |
|
2024
Q2 | $1.17M | Buy |
6,898
+18
| +0.3% | +$3.05K | 0.08% | 265 |
|
2024
Q1 | $977K | Buy |
6,880
+940
| +16% | +$134K | 0.07% | 291 |
|
2023
Q4 | $876K | Sell |
5,940
-34
| -0.6% | -$5.01K | 0.07% | 286 |
|
2023
Q3 | $700K | Buy |
5,974
+98
| +2% | +$11.5K | 0.06% | 303 |
|
2023
Q2 | $751K | Buy |
5,876
+24
| +0.4% | +$3.07K | 0.06% | 338 |
|
2023
Q1 | $584K | Buy |
5,852
+192
| +3% | +$19.2K | 0.05% | 357 |
|
2022
Q4 | $395K | Buy |
5,660
+2,108
| +59% | +$147K | 0.04% | 402 |
|
2022
Q3 | $291K | Buy |
3,552
+774
| +28% | +$63.4K | 0.03% | 418 |
|
2022
Q2 | $229K | Sell |
2,778
-816
| -23% | -$67.3K | 0.03% | 347 |
|
2022
Q1 | $373K | Buy |
3,594
+252
| +8% | +$26.2K | 0.04% | 316 |
|
2021
Q4 | $310K | Hold |
3,342
| – | – | 0.03% | 435 |
|
2021
Q3 | $267K | Hold |
3,342
| – | – | 0.03% | 431 |
|
2021
Q2 | $207K | Buy |
+3,342
| New | +$207K | 0.02% | 460 |
|
2021
Q1 | – | Sell |
-3,714
| Closed | -$220K | – | 459 |
|
2020
Q4 | $220K | Buy |
+3,714
| New | +$220K | 0.04% | 343 |
|