Raymond James Financial Services Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $125M | Buy |
731,782
+50,536
| +7% | +$8.64M | 0.17% | 121 |
|
|
2024
Q2 | $115M | Buy |
681,246
+25,512
| +4% | +$4.32M | 0.16% | 118 |
|
|
2024
Q1 | $93.2M | Buy |
655,734
+84,616
| +15% | +$12M | 0.14% | 155 |
|
|
2023
Q4 | $84.2M | Buy |
571,118
+53,832
| +10% | +$7.94M | 0.14% | 156 |
|
|
2023
Q3 | $60.6M | Sell |
517,286
-8,396
| -2% | -$984K | 0.11% | 185 |
|
|
2023
Q2 | $67.2M | Buy |
525,682
+16,878
| +3% | +$2.16M | 0.12% | 169 |
|
|
2023
Q1 | $50.8M | Sell |
508,804
-4,360
| -0.8% | -$435K | 0.1% | 210 |
|
|
2022
Q4 | $35.8M | Sell |
513,164
-8,042
| -2% | -$561K | 0.07% | 258 |
|
|
2022
Q3 | $42.7M | Buy |
521,206
+30,610
| +6% | +$2.51M | 0.09% | 213 |
|
|
2022
Q2 | $40.4M | Buy |
490,596
+73,554
| +18% | +$6.06M | 0.09% | 227 |
|
|
2022
Q1 | $43.3M | Buy |
417,042
+138,390
| +50% | +$14.4M | 0.08% | 242 |
|
|
2021
Q4 | $25.9M | Buy |
278,652
+54,756
| +24% | +$5.08M | 0.05% | 375 |
|
|
2021
Q3 | $17.9M | Sell |
223,896
-54,402
| -20% | -$4.34M | 0.04% | 473 |
|
|
2021
Q2 | $17.2M | Buy |
278,298
+19,584
| +8% | +$1.21M | 0.04% | 485 |
|
|
2021
Q1 | $13.9M | Buy |
258,714
+19,776
| +8% | +$1.06M | 0.03% | 498 |
|
|
2020
Q4 | $14.2M | Buy |
238,938
+11,658
| +5% | +$690K | 0.04% | 453 |
|
|
2020
Q3 | $9.27M | Buy |
227,280
+11,466
| +5% | +$468K | 0.03% | 524 |
|
|
2020
Q2 | $8.26M | Buy |
215,814
+5,106
| +2% | +$195K | 0.03% | 522 |
|
|
2020
Q1 | $5.76M | Sell |
210,708
-71,364
| -25% | -$1.95M | 0.03% | 503 |
|
|
2019
Q4 | $10.9M | Buy |
282,072
+33,414
| +13% | +$1.29M | 0.03% | 481 |
|
|
2019
Q3 | $8.45M | Sell |
248,658
-3,306
| -1% | -$112K | 0.03% | 514 |
|
|
2019
Q2 | $8.56M | Sell |
251,964
-23,136
| -8% | -$786K | 0.03% | 489 |
|
|
2019
Q1 | $11.1M | Buy |
275,100
+27,780
| +11% | +$1.12M | 0.05% | 394 |
|
|
2018
Q4 | $7.76M | Sell |
247,320
-16,542
| -6% | -$519K | 0.04% | 413 |
|
|
2018
Q3 | $9.91M | Buy |
263,862
+66,462
| +34% | +$2.5M | 0.04% | 423 |
|
|
2018
Q2 | $6.76M | Sell |
197,400
-24,810
| -11% | -$850K | 0.03% | 497 |
|
|
2018
Q1 | $6.72M | Sell |
222,210
-48,126
| -18% | -$1.46M | 0.04% | 454 |
|
|
2017
Q4 | $6.53M | Sell |
270,336
-6,702
| -2% | -$162K | 0.04% | 444 |
|
|
2017
Q3 | $6.65M | Sell |
277,038
-17,088
| -6% | -$410K | 0.04% | 436 |
|
|
2017
Q2 | $6.56M | Buy |
294,126
+6,930
| +2% | +$155K | 0.05% | 423 |
|
|
2017
Q1 | $5.39M | Buy |
287,196
+65,850
| +30% | +$1.24M | 0.04% | 460 |
|
|
2016
Q4 | $4.61M | Sell |
221,346
-1,650
| -0.7% | -$34.4K | 0.04% | 477 |
|
|
2016
Q3 | $5.92M | Sell |
222,996
-46,284
| -17% | -$1.23M | 0.05% | 394 |
|
|
2016
Q2 | $5.5M | Buy |
269,280
+22,188
| +9% | +$454K | 0.05% | 384 |
|
|
2016
Q1 | $6.72M | Buy |
247,092
+42,780
| +21% | +$1.16M | 0.08% | 289 |
|
|
2015
Q4 | $6M | Buy |
204,312
+67,734
| +50% | +$1.99M | 0.07% | 322 |
|
|
2015
Q3 | $3.92M | Buy |
+136,578
| New | +$3.92M | 0.07% | 337 |
|
|
2013
Q3 | – | Sell |
-69,300
| Closed | -$487K | – | 811 |
|
|
2013
Q2 | $487K | Buy |
+69,300
| New | +$487K | 0.01% | 873 |
|