Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
5,266
+222
| +4% | +$45.4K | 0.43% | 55 |
|
|
2025
Q1 | $861K | Buy |
5,044
+6
| +0.1% | +$1.02K | 0.39% | 64 |
|
|
2024
Q4 | $923K | Buy |
5,038
+142
| +3% | +$26K | 0.38% | 59 |
|
|
2024
Q3 | $915K | Sell |
4,896
-918
| -16% | -$172K | 0.42% | 54 |
|
|
2024
Q2 | $986K | Buy |
5,814
+1,570
| +37% | +$266K | 0.19% | 119 |
|
|
2024
Q1 | $603K | Buy |
4,244
+932
| +28% | +$132K | 0.12% | 201 |
|
|
2023
Q4 | $488K | Buy |
3,312
+752
| +29% | +$111K | 0.11% | 225 |
|
|
2023
Q3 | $327K | Hold |
2,560
| – | – | 0.08% | 276 |
|
|
2023
Q2 | $327K | Buy |
2,560
+322
| +14% | +$41.1K | 0.07% | 282 |
|
|
2023
Q1 | $224K | Buy |
+2,238
| New | +$224K | 0.05% | 364 |
|
|
2020
Q1 | – | Sell |
-3,384
| Closed | -$129K | – | 1062 |
|
|
2019
Q4 | $129K | Buy |
3,384
+24
| +0.7% | +$915 | 0.04% | 437 |
|
|
2019
Q3 | $114K | Sell |
3,360
-294
| -8% | -$9.98K | 0.03% | 469 |
|
|
2019
Q2 | $123K | Buy |
3,654
+1,176
| +47% | +$39.6K | 0.03% | 446 |
|
|
2019
Q1 | $101K | Buy |
+2,478
| New | +$101K | 0.05% | 391 |
|