Pin Oak Investment 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 | $21K | Hold |
124
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $21K | Buy |
124
+62
| +100% | +$10.5K | 0.02% | 264 |
|
|
2024
Q4 | $21K | Sell |
62
-62
| -50% | -$21K | 0.02% | 267 |
|
|
2024
Q3 | $21K | Hold |
124
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $21K | Buy |
+124
| New | +$21K | 0.02% | 255 |
|
|
2024
Q1 | – | Sell |
-240
| Closed | -$35K | – | 473 |
|
|
2023
Q4 | $35K | Buy |
240
+70
| +41% | +$10.2K | 0.04% | 199 |
|
|
2023
Q3 | $20K | Sell |
170
-50
| -23% | -$5.88K | 0.02% | 251 |
|
|
2023
Q2 | $28K | Buy |
+220
| New | +$28K | 0.03% | 215 |
|
|
2021
Q3 | – | Sell |
-420
| Closed | -$26K | – | 424 |
|
|
2021
Q2 | $26K | Hold |
420
| – | – | 0.03% | 224 |
|
|
2021
Q1 | $23K | Hold |
420
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $25K | Hold |
420
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $17K | Hold |
420
| – | – | 0.02% | 261 |
|
|
2020
Q2 | $16K | Hold |
420
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $11K | Hold |
420
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $16K | Hold |
420
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $14K | Hold |
420
| – | – | 0.01% | 290 |
|
|
2019
Q2 | $14K | Sell |
420
-180
| -30% | -$6K | 0.01% | 310 |
|
|
2019
Q1 | $24K | Hold |
600
| – | – | 0.02% | 237 |
|
|
2018
Q4 | $19K | Hold |
600
| – | – | 0.02% | 249 |
|
|
2018
Q3 | $23K | Buy |
+600
| New | +$23K | 0.02% | 247 |
|