Resonant Capital 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 | $3.42M | Buy |
16,705
+929
| +6% | +$190K | 0.22% | 85 |
|
|
2025
Q1 | $2.69M | Buy |
15,776
+150
| +1% | +$25.6K | 0.19% | 93 |
|
|
2024
Q4 | $2.84M | Buy |
15,626
+150
| +1% | +$27.3K | 0.21% | 89 |
|
|
2024
Q3 | $2.64M | Buy |
15,476
+916
| +6% | +$157K | 0.19% | 93 |
|
|
2024
Q2 | $2.47M | Buy |
14,560
+1,654
| +13% | +$280K | 0.2% | 90 |
|
|
2024
Q1 | $1.83M | Buy |
12,906
+284
| +2% | +$40.3K | 0.16% | 113 |
|
|
2023
Q4 | $1.86M | Buy |
12,622
+4,330
| +52% | +$638K | 0.18% | 109 |
|
|
2023
Q3 | $972K | Buy |
8,292
+102
| +1% | +$12K | 0.1% | 126 |
|
|
2023
Q2 | $1.05M | Sell |
8,190
-316
| -4% | -$40.4K | 0.11% | 120 |
|
|
2023
Q1 | $849K | Buy |
8,506
+334
| +4% | +$33.4K | 0.1% | 124 |
|
|
2022
Q4 | $570K | Buy |
8,172
+898
| +12% | +$62.7K | 0.07% | 156 |
|
|
2022
Q3 | $596K | Buy |
7,274
+206
| +3% | +$16.9K | 0.09% | 133 |
|
|
2022
Q2 | $582K | Sell |
7,068
-120
| -2% | -$9.88K | 0.09% | 136 |
|
|
2022
Q1 | $732K | Sell |
7,188
-3,132
| -30% | -$319K | 0.11% | 115 |
|
|
2021
Q4 | $958K | Buy |
10,320
+726
| +8% | +$67.4K | 0.14% | 92 |
|
|
2021
Q3 | $766K | Buy |
9,594
+1,836
| +24% | +$147K | 0.13% | 95 |
|
|
2021
Q2 | $480K | Sell |
7,758
-198
| -2% | -$12.3K | 0.09% | 117 |
|
|
2021
Q1 | $427K | Buy |
7,956
+66
| +0.8% | +$3.54K | 0.09% | 118 |
|
|
2020
Q4 | $467K | Buy |
7,890
+186
| +2% | +$11K | 0.11% | 107 |
|
|
2020
Q3 | $314K | Buy |
+7,704
| New | +$314K | 0.09% | 126 |
|
|
2020
Q2 | – | Sell |
-13,998
| Closed | -$383K | – | 186 |
|
|
2020
Q1 | $383K | Buy |
+13,998
| New | +$383K | 0.14% | 144 |
|