Plante Moran Financial 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 | $126K | Sell |
618
-264
| -30% | -$54K | 0.01% | 207 |
|
|
2025
Q1 | $151K | Buy |
882
+450
| +104% | +$76.8K | 0.01% | 198 |
|
|
2024
Q4 | $78.6K | Hold |
432
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $73.8K | Sell |
432
-28
| -6% | -$4.79K | 0.01% | 331 |
|
|
2024
Q2 | $78K | Buy |
460
+140
| +44% | +$23.7K | 0.01% | 276 |
|
|
2024
Q1 | $45.5K | Buy |
320
+12
| +4% | +$1.71K | ﹤0.01% | 361 |
|
|
2023
Q4 | $45.4K | Buy |
308
+38
| +14% | +$5.6K | ﹤0.01% | 328 |
|
|
2023
Q3 | $31.6K | Sell |
270
-16
| -6% | -$1.88K | ﹤0.01% | 356 |
|
|
2023
Q2 | $36.5K | Buy |
286
+16
| +6% | +$2.04K | ﹤0.01% | 343 |
|
|
2023
Q1 | $27K | Sell |
270
-66
| -20% | -$6.59K | ﹤0.01% | 392 |
|
|
2022
Q4 | $23.4K | Buy |
336
+66
| +24% | +$4.61K | ﹤0.01% | 434 |
|
|
2022
Q3 | $22K | Sell |
270
-66
| -20% | -$5.38K | ﹤0.01% | 446 |
|
|
2022
Q2 | $28K | Buy |
336
+66
| +24% | +$5.5K | ﹤0.01% | 402 |
|
|
2022
Q1 | $28K | Sell |
270
-522
| -66% | -$54.1K | 0.01% | 425 |
|
|
2021
Q4 | $73K | Buy |
+792
| New | +$73K | 0.01% | 295 |
|
|
2021
Q2 | – | Sell |
-132
| Closed | -$7K | – | 1066 |
|
|
2021
Q1 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 716 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$5K | – | 979 |
|
|
2020
Q3 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 693 |
|
|
2019
Q4 | – | Sell |
-2,592
| Closed | -$88K | – | 858 |
|
|
2019
Q3 | $88K | Hold |
2,592
| – | – | 0.03% | 254 |
|
|
2019
Q2 | $88K | Sell |
2,592
-12
| -0.5% | -$407 | 0.03% | 235 |
|
|
2019
Q1 | $105K | Sell |
2,604
-96
| -4% | -$3.87K | 0.03% | 214 |
|
|
2018
Q4 | $85K | Buy |
2,700
+84
| +3% | +$2.64K | 0.03% | 221 |
|
|
2018
Q3 | $98K | Sell |
2,616
-30
| -1% | -$1.12K | 0.03% | 218 |
|
|
2018
Q2 | $91K | Sell |
2,646
-108
| -4% | -$3.71K | 0.05% | 233 |
|
|
2018
Q1 | $83K | Buy |
2,754
+252
| +10% | +$7.6K | 0.05% | 260 |
|
|
2017
Q4 | $60K | Hold |
2,502
| – | – | 0.03% | 305 |
|
|
2017
Q3 | $60K | Hold |
2,502
| – | – | 0.04% | 269 |
|
|
2017
Q2 | $56K | Sell |
2,502
-2,502
| -50% | -$56K | 0.04% | 286 |
|
|
2017
Q1 | $94K | Buy |
5,004
+2,502
| +100% | +$47K | 0.06% | 212 |
|
|
2016
Q4 | $52K | Sell |
2,502
-126
| -5% | -$2.62K | 0.03% | 322 |
|
|
2016
Q3 | $70K | Buy |
2,628
+654
| +33% | +$17.4K | 0.05% | 259 |
|
|
2016
Q2 | $40K | Buy |
1,974
+18
| +0.9% | +$365 | 0.03% | 323 |
|
|
2016
Q1 | $53K | Sell |
1,956
-792
| -29% | -$21.5K | 0.04% | 257 |
|
|
2015
Q4 | $81K | Buy |
2,748
+900
| +49% | +$26.5K | 0.06% | 216 |
|
|
2015
Q3 | $53K | Hold |
1,848
| – | – | 0.04% | 250 |
|
|
2015
Q2 | $54K | Hold |
1,848
| – | – | 0.04% | 281 |
|
|
2015
Q1 | $45K | Buy |
+1,848
| New | +$45K | 0.03% | 302 |
|