Roman Butler Fullerton & Co’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 | $1.48M | Buy |
7,275
+157
| +2% | +$31.9K | 0.44% | 55 |
|
|
2025
Q1 | $1.23M | Buy |
7,118
+1,118
| +19% | +$194K | 0.48% | 51 |
|
|
2024
Q4 | $1.14M | Buy |
6,000
+110
| +2% | +$20.8K | 0.36% | 71 |
|
|
2024
Q3 | $1.1M | Hold |
5,890
| – | – | 0.33% | 78 |
|
|
2024
Q2 | $993K | Sell |
5,890
-6,816
| -54% | -$1.15M | 0.32% | 76 |
|
|
2024
Q1 | $1.79M | Sell |
12,706
-6,432
| -34% | -$906K | 0.67% | 34 |
|
|
2023
Q4 | $3.28M | Sell |
19,138
-750
| -4% | -$128K | 1.28% | 19 |
|
|
2023
Q3 | $2.58M | Sell |
19,888
-300
| -1% | -$38.9K | 1.22% | 22 |
|
|
2023
Q2 | $2.48M | Buy |
20,188
+46
| +0.2% | +$5.66K | 1.14% | 21 |
|
|
2023
Q1 | $1.84M | Sell |
20,142
-710
| -3% | -$64.8K | 0.91% | 22 |
|
|
2022
Q4 | $1.48M | Buy |
20,852
+186
| +0.9% | +$13.2K | 0.77% | 34 |
|
|
2022
Q3 | $1.63M | Sell |
20,666
-10,798
| -34% | -$850K | 1.03% | 20 |
|
|
2022
Q2 | $2.67M | Sell |
31,464
-18
| -0.1% | -$1.53K | 1.48% | 15 |
|
|
2022
Q1 | $3.27M | Buy |
31,482
+2,010
| +7% | +$209K | 1.51% | 14 |
|
|
2021
Q4 | $2.74M | Buy |
29,472
+7,452
| +34% | +$692K | 1.21% | 20 |
|
|
2021
Q3 | $1.89M | Buy |
22,020
+6,084
| +38% | +$522K | 0.88% | 32 |
|
|
2021
Q2 | $986K | Buy |
15,936
+12,222
| +329% | +$756K | 0.48% | 68 |
|
|
2021
Q1 | $229K | Sell |
3,714
-5,442
| -59% | -$336K | 0.11% | 181 |
|
|
2020
Q4 | $542K | Buy |
+9,156
| New | +$542K | 0.32% | 91 |
|
|
2019
Q4 | – | Sell |
-18,768
| Closed | -$638K | – | 171 |
|
|
2019
Q3 | $638K | Buy |
18,768
+654
| +4% | +$22.2K | 0.44% | 75 |
|
|
2019
Q2 | $615K | Buy |
18,114
+186
| +1% | +$6.32K | 0.41% | 87 |
|
|
2019
Q1 | $726K | Hold |
17,928
| – | – | 0.51% | 62 |
|
|
2018
Q4 | $586K | Buy |
+17,928
| New | +$586K | 0.5% | 72 |
|