Regal 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 | $600K | Sell |
2,933
-88
| -3% | -$18K | 0.05% | 318 |
|
|
2025
Q1 | $515K | Sell |
3,021
-1,142
| -27% | -$195K | 0.04% | 322 |
|
|
2024
Q4 | $757K | Sell |
4,163
-953
| -19% | -$173K | 0.06% | 266 |
|
|
2024
Q3 | $874K | Sell |
5,116
-62
| -1% | -$10.6K | 0.06% | 264 |
|
|
2024
Q2 | $878K | Buy |
5,178
+166
| +3% | +$28.1K | 0.06% | 268 |
|
|
2024
Q1 | $712K | Buy |
5,012
+396
| +9% | +$56.3K | 0.05% | 296 |
|
|
2023
Q4 | $681K | Buy |
4,616
+1,000
| +28% | +$147K | 0.05% | 281 |
|
|
2023
Q3 | $424K | Sell |
3,616
-1,628
| -31% | -$191K | 0.04% | 316 |
|
|
2023
Q2 | $670K | Buy |
5,244
+612
| +13% | +$78.2K | 0.06% | 252 |
|
|
2023
Q1 | $463K | Buy |
+4,632
| New | +$463K | 0.04% | 292 |
|
|
2022
Q2 | – | Sell |
-2,154
| Closed | -$224K | – | 539 |
|
|
2022
Q1 | $224K | Buy |
+2,154
| New | +$224K | 0.02% | 477 |
|
|
2021
Q4 | – | Sell |
-7,380
| Closed | -$589K | – | 548 |
|
|
2021
Q3 | $589K | Buy |
7,380
+2,916
| +65% | +$233K | 0.06% | 310 |
|
|
2021
Q2 | $276K | Buy |
+4,464
| New | +$276K | 0.03% | 437 |
|
|
2021
Q1 | – | Sell |
-3,594
| Closed | -$213K | – | 301 |
|
|
2020
Q4 | $213K | Buy |
+3,594
| New | +$213K | 0.02% | 439 |
|
|
2019
Q2 | – | Sell |
-6,138
| Closed | -$248K | – | 338 |
|
|
2019
Q1 | $248K | Buy |
+6,138
| New | +$248K | 0.05% | 264 |
|
|
2015
Q4 | – | Sell |
-1,950
| Closed | -$55K | – | 696 |
|
|
2015
Q3 | $55K | Hold |
1,950
| – | – | 0.01% | 418 |
|
|
2015
Q2 | $56K | Sell |
1,950
-1,368
| -41% | -$39.3K | 0.02% | 401 |
|
|
2015
Q1 | $81K | Buy |
+3,318
| New | +$81K | 0.02% | 369 |
|