Pinion 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 | $210K | Buy |
+1,026
| New | +$210K | 0.07% | 157 |
|
|
2022
Q4 | – | Sell |
-2,634
| Closed | -$216K | – | 152 |
|
|
2022
Q3 | $216K | Sell |
2,634
-18
| -0.7% | -$1.48K | 0.19% | 143 |
|
|
2022
Q2 | $218K | Sell |
2,652
-162
| -6% | -$13.3K | 0.18% | 148 |
|
|
2022
Q1 | $292K | Buy |
2,814
+504
| +22% | +$52.3K | 0.2% | 136 |
|
|
2021
Q4 | $214K | Buy |
+2,310
| New | +$214K | 0.14% | 151 |
|