Principal Securities’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 | $4.61M | Sell |
22,511
-2,494
| -10% | -$510K | 0.09% | 228 |
|
|
2025
Q1 | $4.55M | Hold |
25,005
| – | – | 0.1% | 198 |
|
|
2024
Q4 | $4.55M | Buy |
25,005
+1,929
| +8% | +$351K | 0.1% | 194 |
|
|
2024
Q3 | $3.94M | Buy |
23,076
+326
| +1% | +$55.7K | 0.1% | 205 |
|
|
2024
Q2 | $3.86M | Sell |
22,750
-798
| -3% | -$135K | 0.11% | 178 |
|
|
2024
Q1 | $3.35M | Buy |
23,548
+16,632
| +240% | +$2.36M | 0.1% | 187 |
|
|
2023
Q4 | $1.02M | Buy |
+6,916
| New | +$1.02M | 0.04% | 404 |
|