SWM
SeaCrest Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
8,908
-4,525
| -34% | -$926K | 0.2% | 99 |
|
|
2025
Q1 | $2.29M | Sell |
13,433
-183
| -1% | -$31.2K | 0.26% | 64 |
|
|
2024
Q4 | $2.48M | Buy |
13,616
+6,915
| +103% | +$1.26M | 0.26% | 64 |
|
|
2024
Q3 | $2.29M | Sell |
6,701
-48
| -0.7% | -$16.4K | 0.25% | 69 |
|
|
2024
Q2 | $2.29M | Sell |
6,749
-975
| -13% | -$331K | 0.26% | 65 |
|
|
2024
Q1 | $2.19M | Sell |
7,724
-51
| -0.7% | -$14.5K | 0.27% | 62 |
|
|
2023
Q4 | $2.2M | Buy |
7,775
+914
| +13% | +$259K | 0.27% | 66 |
|
|
2023
Q3 | $1.61M | Sell |
6,861
-910
| -12% | -$213K | 0.21% | 95 |
|
|
2023
Q2 | $1.99M | Buy |
7,771
+4,537
| +140% | +$1.16M | 0.25% | 78 |
|
|
2023
Q1 | $646K | Buy |
3,234
+112
| +4% | +$22.4K | 0.09% | 259 |
|
|
2022
Q4 | $436K | Sell |
3,122
-141
| -4% | -$19.7K | 0.06% | 354 |
|
|
2022
Q3 | $534K | Sell |
3,263
-6
| -0.2% | -$982 | 0.08% | 281 |
|
|
2022
Q2 | $1.62M | Buy |
3,269
+337
| +11% | +$166K | 0.2% | 90 |
|
|
2022
Q1 | $1.83M | Buy |
2,932
+748
| +34% | +$466K | 0.21% | 93 |
|
|
2021
Q4 | $1.22M | Buy |
2,184
+458
| +27% | +$255K | 0.13% | 154 |
|
|
2021
Q3 | $827K | Sell |
1,726
-68
| -4% | -$32.6K | 0.1% | 216 |
|
|
2021
Q2 | $666K | Sell |
1,794
-3
| -0.2% | -$1.11K | 0.08% | 270 |
|
|
2021
Q1 | $579K | Buy |
1,797
+184
| +11% | +$59.3K | 0.08% | 281 |
|
|
2020
Q4 | $573K | Sell |
1,613
-349
| -18% | -$124K | 0.08% | 259 |
|
|
2020
Q3 | $480K | Buy |
1,962
+518
| +36% | +$127K | 0.08% | 258 |
|
|
2020
Q2 | $332K | Buy |
1,444
+185
| +15% | +$42.5K | 0.06% | 353 |
|
|
2020
Q1 | $206K | Sell |
1,259
-27
| -2% | -$4.42K | 0.04% | 432 |
|
|
2019
Q4 | $297K | Buy |
1,286
+74
| +6% | +$17.1K | 0.05% | 405 |
|
|
2019
Q3 | $247K | Sell |
1,212
-606
| -33% | -$124K | 0.05% | 436 |
|
|
2019
Q2 | $370K | Sell |
1,818
-10
| -0.5% | -$2.04K | 0.08% | 327 |
|
|
2019
Q1 | $444K | Buy |
1,828
+1,229
| +205% | +$299K | 0.08% | 258 |
|
|
2018
Q4 | $113K | Buy |
599
+123
| +26% | +$23.2K | 0.02% | 620 |
|
|
2018
Q3 | $107K | Sell |
476
-95
| -17% | -$21.4K | 0.02% | 720 |
|
|
2018
Q2 | $117K | Sell |
571
-218
| -28% | -$44.7K | 0.02% | 675 |
|
|
2018
Q1 | $143K | Sell |
789
-535
| -40% | -$97K | 0.03% | 593 |
|
|
2017
Q4 | $192K | Buy |
+1,324
| New | +$192K | 0.04% | 508 |
|