Pinnacle Wealth Planning Services’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
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|
2025
Q1 | $427K | Buy |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $437K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $464K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $228K | Buy |
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|
2018
Q2 | $208K | Buy |
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