Plante Moran Financial Advisors’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 | $126K | Sell |
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|
2025
Q1 | $151K | Buy |
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|
2024
Q4 | $78.6K | Hold |
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|
2024
Q3 | $73.8K | Sell |
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|
2024
Q2 | $78K | Buy |
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|
2024
Q1 | $45.5K | Buy |
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|
2023
Q4 | $45.4K | Buy |
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|
2023
Q3 | $31.6K | Sell |
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|
2023
Q2 | $36.5K | Buy |
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|
2023
Q1 | $27K | Sell |
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|
2022
Q4 | $23.4K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $73K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $88K | Hold |
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|
2019
Q2 | $88K | Sell |
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|
2019
Q1 | $105K | Sell |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $91K | Sell |
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|
2018
Q1 | $83K | Buy |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $94K | Buy |
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|
2016
Q4 | $52K | Sell |
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|
2016
Q3 | $70K | Buy |
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|
2016
Q2 | $40K | Buy |
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|
2016
Q1 | $53K | Sell |
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|
2015
Q4 | $81K | Buy |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $54K | Hold |
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|
2015
Q1 | $45K | Buy |
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