Security National Bank’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 | $15.9M | Buy |
77,831
+319
| +0.4% | +$65.3K | 2.76% | 8 |
|
|
2025
Q1 | $13.2M | Buy |
77,512
+1,357
| +2% | +$232K | 2.5% | 9 |
|
|
2024
Q4 | $13.9M | Sell |
76,155
-2,409
| -3% | -$438K | 1.98% | 10 |
|
|
2024
Q3 | $13.4M | Sell |
78,564
-426
| -0.5% | -$72.8K | 1.82% | 11 |
|
|
2024
Q2 | $13.4M | Buy |
78,990
+4
| +0% | +$678 | 1.94% | 10 |
|
|
2024
Q1 | $11.2M | Buy |
78,986
+130
| +0.2% | +$18.5K | 1.7% | 12 |
|
|
2023
Q4 | $11.6M | Buy |
78,856
+660
| +0.8% | +$97.3K | 2.63% | 7 |
|
|
2023
Q3 | $9.2M | Sell |
78,196
-1,542
| -2% | -$181K | 2.58% | 7 |
|
|
2023
Q2 | $10.2M | Sell |
79,738
-4,246
| -5% | -$542K | 2.59% | 7 |
|
|
2023
Q1 | $8.39M | Sell |
83,984
-852
| -1% | -$85.1K | 2.24% | 11 |
|
|
2022
Q4 | $5.92M | Sell |
84,836
-5,092
| -6% | -$355K | 1.6% | 25 |
|
|
2022
Q3 | $7.37M | Sell |
89,928
-354
| -0.4% | -$29K | 2.05% | 18 |
|
|
2022
Q2 | $7.43M | Sell |
90,282
-2,694
| -3% | -$222K | 2.07% | 17 |
|
|
2022
Q1 | $9.65M | Sell |
92,976
-816
| -0.9% | -$84.7K | 2.21% | 13 |
|
|
2021
Q4 | $8.7M | Sell |
93,792
-42
| -0% | -$3.9K | 1.97% | 15 |
|
|
2021
Q3 | $7.49M | Buy |
93,834
+5,568
| +6% | +$445K | 1.88% | 20 |
|
|
2021
Q2 | $5.46M | Buy |
88,266
+3,492
| +4% | +$216K | 1.44% | 29 |
|
|
2021
Q1 | $4.55M | Buy |
84,774
+5,340
| +7% | +$287K | 1.34% | 33 |
|
|
2020
Q4 | $4.71M | Sell |
79,434
-432
| -0.5% | -$25.6K | 1.49% | 30 |
|
|
2020
Q3 | $3.26M | Buy |
79,866
+5,862
| +8% | +$239K | 1.14% | 36 |
|
|
2020
Q2 | $2.83M | Buy |
74,004
+9,714
| +15% | +$372K | 1.17% | 35 |
|
|
2020
Q1 | $1.76M | Buy |
64,290
+1,926
| +3% | +$52.6K | 0.92% | 38 |
|
|
2019
Q4 | $2.4M | Buy |
62,364
+990
| +2% | +$38.2K | 1.07% | 39 |
|
|
2019
Q3 | $2.09M | Buy |
61,374
+2,334
| +4% | +$79.3K | 0.98% | 41 |
|
|
2019
Q2 | $2.01M | Buy |
59,040
+2,538
| +4% | +$86.2K | 0.99% | 42 |
|
|
2019
Q1 | $2.29M | Buy |
56,502
+120
| +0.2% | +$4.86K | 1.19% | 36 |
|
|
2018
Q4 | $1.77M | Buy |
56,382
+1,926
| +4% | +$60.5K | 1.1% | 38 |
|
|
2018
Q3 | $2.05M | Sell |
54,456
-90
| -0.2% | -$3.38K | 1.13% | 35 |
|
|
2018
Q2 | $1.87M | Buy |
54,546
+468
| +0.9% | +$16K | 1.19% | 35 |
|
|
2018
Q1 | $1.64M | Buy |
54,078
+6,408
| +13% | +$194K | 1.1% | 39 |
|
|
2017
Q4 | $1.15M | Sell |
47,670
-4,908
| -9% | -$119K | 0.75% | 44 |
|
|
2017
Q3 | $1.26M | Buy |
52,578
+1,272
| +2% | +$30.6K | 0.86% | 43 |
|
|
2017
Q2 | $1.15M | Buy |
51,306
+1,098
| +2% | +$24.5K | 0.83% | 45 |
|
|
2017
Q1 | $943K | Buy |
+50,208
| New | +$943K | 0.71% | 46 |
|