Sara-Bay Financial’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 | Hold |
5,254
| – | – | 0.38% | 25 |
|
|
2025
Q1 | $908K | Sell |
5,254
-80
| -1% | -$13.8K | 0.4% | 28 |
|
|
2024
Q4 | $983K | Sell |
5,334
-32
| -0.6% | -$5.89K | 0.36% | 24 |
|
|
2024
Q3 | $917K | Sell |
5,366
-18
| -0.3% | -$3.08K | 0.33% | 33 |
|
|
2024
Q2 | $913K | Hold |
5,384
| – | – | 0.37% | 29 |
|
|
2024
Q1 | $752K | Hold |
5,384
| – | – | 0.34% | 33 |
|
|
2023
Q4 | $794K | Hold |
5,384
| – | – | 0.39% | 27 |
|
|
2023
Q3 | $631K | Sell |
5,384
-16
| -0.3% | -$1.88K | 0.32% | 31 |
|
|
2023
Q2 | $690K | Hold |
5,400
| – | – | 0.34% | 29 |
|
|
2023
Q1 | $539K | Hold |
5,400
| – | – | 0.27% | 39 |
|
|
2022
Q4 | $377K | Hold |
5,400
| – | – | 0.21% | 57 |
|
|
2022
Q3 | $442K | Hold |
5,400
| – | – | 0.25% | 47 |
|
|
2022
Q2 | $445K | Hold |
5,400
| – | – | 0.22% | 53 |
|
|
2022
Q1 | $560K | Hold |
5,400
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $501K | Hold |
5,400
| – | – | 0.15% | 53 |
|
|
2021
Q3 | $431K | Hold |
5,400
| – | – | 0.17% | 52 |
|
|
2021
Q2 | $333K | Hold |
5,400
| – | – | 0.13% | 61 |
|
|
2021
Q1 | $290K | Hold |
5,400
| – | – | 0.12% | 64 |
|
|
2020
Q4 | $320K | Hold |
5,400
| – | – | 0.14% | 60 |
|
|
2020
Q3 | $220K | Sell |
5,400
-1,200
| -18% | -$48.9K | 0.12% | 70 |
|
|
2020
Q2 | $254K | Buy |
+6,600
| New | +$254K | 0.15% | 65 |
|