Pinnacle Wealth Planning Services’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 | $579K | Buy |
2,829
+326
| +13% | +$66.7K | 0.08% | 167 |
|
|
2025
Q1 | $427K | Buy |
2,503
+118
| +5% | +$20.1K | 0.06% | 187 |
|
|
2024
Q4 | $434K | Sell |
2,385
-993
| -29% | -$181K | 0.07% | 177 |
|
|
2024
Q3 | $577K | Buy |
3,378
+6
| +0.2% | +$1.03K | 0.08% | 167 |
|
|
2024
Q2 | $571K | Sell |
3,372
-232
| -6% | -$39.3K | 0.08% | 158 |
|
|
2024
Q1 | $512K | Sell |
3,604
-308
| -8% | -$43.7K | 0.08% | 184 |
|
|
2023
Q4 | $577K | Sell |
3,912
-98
| -2% | -$14.4K | 0.09% | 152 |
|
|
2023
Q3 | $470K | Buy |
4,010
+590
| +17% | +$69.1K | 0.08% | 172 |
|
|
2023
Q2 | $437K | Buy |
3,420
+138
| +4% | +$17.6K | 0.07% | 191 |
|
|
2023
Q1 | $328K | Buy |
3,282
+8
| +0.2% | +$799 | 0.05% | 250 |
|
|
2022
Q4 | $228K | Sell |
3,274
-722
| -18% | -$50.4K | 0.04% | 331 |
|
|
2022
Q3 | $327K | Sell |
3,996
-294
| -7% | -$24.1K | 0.06% | 212 |
|
|
2022
Q2 | $353K | Sell |
4,290
-186
| -4% | -$15.3K | 0.06% | 209 |
|
|
2022
Q1 | $464K | Sell |
4,476
-234
| -5% | -$24.3K | 0.08% | 176 |
|
|
2021
Q4 | $436K | Buy |
4,710
+18
| +0.4% | +$1.67K | 0.09% | 180 |
|
|
2021
Q3 | $374K | Buy |
4,692
+6
| +0.1% | +$478 | 0.08% | 200 |
|
|
2021
Q2 | $290K | Sell |
4,686
-102
| -2% | -$6.31K | 0.07% | 231 |
|
|
2021
Q1 | $257K | Sell |
4,788
-372
| -7% | -$20K | 0.07% | 242 |
|
|
2020
Q4 | $306K | Buy |
+5,160
| New | +$306K | 0.07% | 189 |
|
|
2020
Q1 | – | Sell |
-5,508
| Closed | -$212K | – | 259 |
|
|
2019
Q4 | $212K | Buy |
+5,508
| New | +$212K | 0.1% | 203 |
|
|
2019
Q3 | – | Sell |
-6,042
| Closed | -$205K | – | 213 |
|
|
2019
Q2 | $205K | Buy |
6,042
+30
| +0.5% | +$1.02K | 0.12% | 155 |
|
|
2019
Q1 | $244K | Sell |
6,012
-774
| -11% | -$31.4K | 0.16% | 121 |
|
|
2018
Q4 | $213K | Buy |
6,786
+678
| +11% | +$21.3K | 0.14% | 123 |
|
|
2018
Q3 | $228K | Buy |
6,108
+42
| +0.7% | +$1.57K | 0.21% | 152 |
|
|
2018
Q2 | $208K | Buy |
+6,066
| New | +$208K | 0.2% | 159 |
|