Sheaff Brock Investment 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
Q1 | $1.16M | Buy |
6,827
+325
| +5% | +$55.5K | 0.11% | 161 |
|
|
2024
Q4 | $1.18M | Sell |
6,502
-48
| -0.7% | -$8.73K | 0.1% | 151 |
|
|
2024
Q3 | $1.12M | Sell |
6,550
-1,086
| -14% | -$186K | 0.1% | 158 |
|
|
2024
Q2 | $1.29M | Buy |
7,636
+342
| +5% | +$58K | 0.12% | 139 |
|
|
2024
Q1 | $1.04M | Buy |
7,294
+4,626
| +173% | +$657K | 0.07% | 177 |
|
|
2023
Q4 | $393K | Sell |
2,668
-50
| -2% | -$7.37K | 0.03% | 298 |
|
|
2023
Q3 | $319K | Sell |
2,718
-100
| -4% | -$11.7K | 0.03% | 312 |
|
|
2023
Q2 | $360K | Buy |
2,818
+64
| +2% | +$8.18K | 0.03% | 305 |
|
|
2023
Q1 | $275K | Buy |
+2,754
| New | +$275K | 0.03% | 359 |
|
|
2022
Q2 | – | Sell |
-2,094
| Closed | -$217K | – | 521 |
|
|
2022
Q1 | $217K | Buy |
+2,094
| New | +$217K | 0.02% | 443 |
|
|
2019
Q2 | – | Sell |
-5,016
| Closed | -$203K | – | 504 |
|
|
2019
Q1 | $203K | Buy |
+5,016
| New | +$203K | 0.02% | 425 |
|
|
2017
Q4 | – | Sell |
-9,570
| Closed | -$230K | – | 559 |
|
|
2017
Q3 | $230K | Buy |
+9,570
| New | +$230K | 0.03% | 440 |
|