Proficio Capital Partners’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 | $583K | Buy |
2,851
+264
| +10% | +$54K | 0.04% | 222 |
|
|
2025
Q1 | $441K | Buy |
2,587
+171
| +7% | +$29.2K | 0.03% | 232 |
|
|
2024
Q4 | $440K | Buy |
2,416
+886
| +58% | +$161K | 0.04% | 214 |
|
|
2024
Q3 | $261K | Sell |
1,530
-508
| -25% | -$86.8K | 0.03% | 233 |
|
|
2024
Q2 | $345K | Buy |
2,038
+98
| +5% | +$16.6K | 0.04% | 226 |
|
|
2024
Q1 | $276K | Buy |
1,940
+180
| +10% | +$25.6K | 0.03% | 263 |
|
|
2023
Q4 | $259K | Buy |
+1,760
| New | +$259K | 0.03% | 249 |
|
|
2023
Q3 | – | Sell |
-1,628
| Closed | -$208K | – | 312 |
|
|
2023
Q2 | $208K | Buy |
+1,628
| New | +$208K | 0.03% | 272 |
|
|
2019
Q3 | – | Sell |
-1,758
| Closed | -$60K | – | 1118 |
|
|
2019
Q2 | $60K | Sell |
1,758
-288
| -14% | -$9.83K | 0.02% | 321 |
|
|
2019
Q1 | $83K | Buy |
2,046
+1,002
| +96% | +$40.6K | 0.03% | 226 |
|
|
2018
Q4 | $33K | Buy |
1,044
+174
| +20% | +$5.5K | 0.01% | 408 |
|
|
2018
Q3 | $33K | Buy |
870
+18
| +2% | +$683 | 0.01% | 451 |
|
|
2018
Q2 | $29K | Buy |
852
+18
| +2% | +$613 | 0.01% | 489 |
|
|
2018
Q1 | $25K | Hold |
834
| – | – | 0.01% | 527 |
|
|
2017
Q4 | $20K | Buy |
834
+258
| +45% | +$6.19K | 0.01% | 582 |
|
|
2017
Q3 | $14K | Buy |
576
+42
| +8% | +$1.02K | 0.01% | 698 |
|
|
2017
Q2 | $12K | Buy |
534
+114
| +27% | +$2.56K | 0.01% | 753 |
|
|
2017
Q1 | $8K | Sell |
420
-3,216
| -88% | -$61.3K | ﹤0.01% | 881 |
|
|
2016
Q4 | $76K | Sell |
3,636
-108
| -3% | -$2.26K | 0.03% | 208 |
|
|
2016
Q3 | $99K | Buy |
3,744
+48
| +1% | +$1.27K | 0.06% | 181 |
|
|
2016
Q2 | $82K | Buy |
3,696
+612
| +20% | +$13.6K | 0.05% | 198 |
|
|
2016
Q1 | $84K | Buy |
3,084
+3,012
| +4,183% | +$82K | 0.07% | 149 |
|
|
2015
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 673 |
|