Private Trust Company’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 | $1.81M | Buy |
8,822
+217
| +3% | +$44.4K | 0.17% | 130 |
|
|
2025
Q1 | $1.47M | Sell |
8,605
-127
| -1% | -$21.7K | 0.15% | 149 |
|
|
2024
Q4 | $1.59M | Buy |
8,732
+70
| +0.8% | +$12.7K | 0.16% | 137 |
|
|
2024
Q3 | $1.48M | Sell |
8,662
-1,056
| -11% | -$180K | 0.15% | 150 |
|
|
2024
Q2 | $1.65M | Sell |
9,718
-892
| -8% | -$151K | 0.18% | 117 |
|
|
2024
Q1 | $1.51M | Buy |
10,610
+1,672
| +19% | +$238K | 0.16% | 140 |
|
|
2023
Q4 | $1.32M | Sell |
8,938
-644
| -7% | -$95K | 0.15% | 146 |
|
|
2023
Q3 | $1.12M | Buy |
9,582
+34
| +0.4% | +$3.99K | 0.15% | 152 |
|
|
2023
Q2 | $1.22M | Buy |
9,548
+1,478
| +18% | +$189K | 0.15% | 153 |
|
|
2023
Q1 | $806K | Buy |
8,070
+1,328
| +20% | +$133K | 0.11% | 221 |
|
|
2022
Q4 | $470K | Buy |
6,742
+3,312
| +97% | +$231K | 0.07% | 303 |
|
|
2022
Q3 | $281K | Buy |
3,430
+316
| +10% | +$25.9K | 0.05% | 405 |
|
|
2022
Q2 | $256K | Sell |
3,114
-1,344
| -30% | -$110K | 0.04% | 436 |
|
|
2022
Q1 | $463K | Buy |
4,458
+330
| +8% | +$34.3K | 0.07% | 237 |
|
|
2021
Q4 | $383K | Buy |
4,128
+192
| +5% | +$17.8K | 0.05% | 294 |
|
|
2021
Q3 | $314K | Buy |
3,936
+606
| +18% | +$48.3K | 0.05% | 330 |
|
|
2021
Q2 | $206K | Buy |
+3,330
| New | +$206K | 0.03% | 390 |
|
|
2021
Q1 | – | Sell |
-3,402
| Closed | -$201K | – | 396 |
|
|
2020
Q4 | $201K | Buy |
+3,402
| New | +$201K | 0.03% | 362 |
|
|
2014
Q4 | – | Sell |
-696
| Closed | -$11K | – | 914 |
|
|
2014
Q3 | $11K | Hold |
696
| – | – | ﹤0.01% | 1070 |
|
|
2014
Q2 | $10K | Buy |
+696
| New | +$10K | ﹤0.01% | 1099 |
|