ProVise Management Group’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 | $279K | Buy |
1,361
+1
| +0.1% | +$205 | 0.02% | 224 |
|
|
2025
Q1 | $232K | Sell |
1,360
-216
| -14% | -$36.9K | 0.02% | 233 |
|
|
2024
Q4 | $287K | Hold |
1,576
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $269K | Hold |
1,576
| – | – | 0.02% | 254 |
|
|
2024
Q2 | $267K | Sell |
1,576
-206
| -12% | -$34.9K | 0.02% | 255 |
|
|
2024
Q1 | $253K | Sell |
1,782
-114
| -6% | -$16.2K | 0.02% | 257 |
|
|
2023
Q4 | $280K | Hold |
1,896
| – | – | 0.02% | 289 |
|
|
2023
Q3 | $222K | Hold |
1,896
| – | – | 0.02% | 305 |
|
|
2023
Q2 | $242K | Buy |
+1,896
| New | +$242K | 0.02% | 305 |
|
|
2022
Q4 | – | Sell |
-3,816
| Closed | -$313K | – | 331 |
|
|
2022
Q3 | $313K | Hold |
3,816
| – | – | 0.04% | 247 |
|
|
2022
Q2 | $314K | Buy |
3,816
+696
| +22% | +$57.3K | 0.03% | 250 |
|
|
2022
Q1 | $324K | Buy |
+3,120
| New | +$324K | 0.03% | 277 |
|
|
2017
Q1 | – | Sell |
-10,500
| Closed | -$219K | – | 326 |
|
|
2016
Q4 | $219K | Sell |
10,500
-1,500
| -13% | -$31.3K | 0.04% | 298 |
|
|
2016
Q3 | $318K | Buy |
+12,000
| New | +$318K | 0.06% | 253 |
|