Sigma Planning Corp’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 | $5.59M | Buy |
27,320
+994
| +4% | +$203K | 0.17% | 113 |
|
|
2025
Q1 | $4.49M | Buy |
26,326
+135
| +0.5% | +$23K | 0.14% | 142 |
|
|
2024
Q4 | $4.77M | Buy |
26,191
+3,925
| +18% | +$714K | 0.15% | 137 |
|
|
2024
Q3 | $3.81M | Buy |
22,266
+478
| +2% | +$81.7K | 0.12% | 176 |
|
|
2024
Q2 | $3.69M | Sell |
21,788
-10,886
| -33% | -$1.85M | 0.12% | 172 |
|
|
2024
Q1 | $4.64M | Buy |
32,674
+24,750
| +312% | +$3.52M | 0.15% | 136 |
|
|
2023
Q4 | $1.17M | Sell |
7,924
-9,912
| -56% | -$1.46M | 0.09% | 241 |
|
|
2023
Q3 | $2.09M | Buy |
17,836
+1,166
| +7% | +$137K | 0.08% | 270 |
|
|
2023
Q2 | $2.13M | Sell |
16,670
-694
| -4% | -$88.7K | 0.08% | 270 |
|
|
2023
Q1 | $1.73M | Buy |
17,364
+6,796
| +64% | +$679K | 0.06% | 336 |
|
|
2022
Q4 | $737K | Buy |
10,568
+1,144
| +12% | +$79.8K | 0.03% | 604 |
|
|
2022
Q3 | $772K | Buy |
9,424
+3,502
| +59% | +$287K | 0.03% | 551 |
|
|
2022
Q2 | $488K | Sell |
5,922
-762
| -11% | -$62.8K | 0.02% | 756 |
|
|
2022
Q1 | $693K | Sell |
6,684
-468
| -7% | -$48.5K | 0.02% | 689 |
|
|
2021
Q4 | $664K | Buy |
7,152
+1,116
| +18% | +$104K | 0.02% | 712 |
|
|
2021
Q3 | $482K | Buy |
6,036
+468
| +8% | +$37.4K | 0.01% | 830 |
|
|
2021
Q2 | $344K | Buy |
5,568
+264
| +5% | +$16.3K | 0.01% | 994 |
|
|
2021
Q1 | $285K | Sell |
5,304
-1,266
| -19% | -$68K | 0.01% | 996 |
|
|
2020
Q4 | $389K | Sell |
6,570
-1,434
| -18% | -$84.9K | 0.01% | 766 |
|
|
2020
Q3 | $326K | Buy |
8,004
+1,968
| +33% | +$80.2K | 0.01% | 758 |
|
|
2020
Q2 | $231K | Buy |
+6,036
| New | +$231K | 0.01% | 875 |
|
|
2019
Q4 | – | Sell |
-6,402
| Closed | -$217K | – | 1070 |
|
|
2019
Q3 | $217K | Sell |
6,402
-1,818
| -22% | -$61.6K | 0.01% | 879 |
|
|
2019
Q2 | $279K | Buy |
8,220
+2,136
| +35% | +$72.5K | 0.01% | 751 |
|
|
2019
Q1 | $246K | Buy |
+6,084
| New | +$246K | 0.01% | 755 |
|
|
2018
Q4 | – | Sell |
-8,076
| Closed | -$303K | – | 916 |
|
|
2018
Q3 | $303K | Buy |
+8,076
| New | +$303K | 0.02% | 669 |
|
|
2016
Q4 | – | Sell |
-9,564
| Closed | -$254K | – | 787 |
|
|
2016
Q3 | $254K | Sell |
9,564
-3,408
| -26% | -$90.5K | 0.03% | 563 |
|
|
2016
Q2 | $265K | Buy |
12,972
+66
| +0.5% | +$1.35K | 0.03% | 517 |
|
|
2016
Q1 | $351K | Buy |
12,906
+2,226
| +21% | +$60.5K | 0.05% | 407 |
|
|
2015
Q4 | $314K | Buy |
+10,680
| New | +$314K | 0.04% | 430 |
|