Sigma Planning Corp’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.63M | Sell |
16,422
-4,185
| -20% | -$703K | 0.07% | 286 |
|
|
2025
Q4 | $3.91M | Sell |
20,607
-107
| -0.5% | -$21.6K | 0.11% | 197 |
|
|
2025
Q3 | $4.22M | Sell |
20,714
-6,606
| -24% | -$1.26M | 0.12% | 171 |
|
|
2025
Q2 | $5.59M | Buy |
27,320
+994
| +4% | +$185K | 0.17% | 113 |
|
|
2025
Q1 | $4.49M | Buy |
26,326
+135
| +0.5% | +$25K | 0.14% | 142 |
|
|
2024
Q4 | $4.77M | Buy |
26,191
+3,925
| +18% | +$741K | 0.15% | 137 |
|
|
2024
Q3 | $3.81M | Buy |
22,266
+478
| +2% | +$80.5K | 0.12% | 176 |
|
|
2024
Q2 | $3.69M | Sell |
21,788
-10,886
| -33% | -$1.63M | 0.12% | 172 |
|
|
2024
Q1 | $4.64M | Buy |
32,674
+24,750
| +312% | +$3.9M | 0.15% | 136 |
|
|
2023
Q4 | $1.17M | Sell |
7,924
-9,912
| -56% | -$1.33M | 0.09% | 241 |
|
|
2023
Q3 | $2.09M | Buy |
17,836
+1,166
| +7% | +$138K | 0.08% | 270 |
|
|
2023
Q2 | $2.13M | Sell |
16,670
-694
| -4% | -$72.2K | 0.08% | 270 |
|
|
2023
Q1 | $1.73M | Buy |
17,364
+6,796
| +64% | +$576K | 0.06% | 336 |
|
|
2022
Q4 | $737K | Buy |
10,568
+1,144
| +12% | +$91.9K | 0.03% | 604 |
|
|
2022
Q3 | $772K | Buy |
9,424
+3,502
| +59% | +$303K | 0.03% | 553 |
|
|
2022
Q2 | $488K | Sell |
5,922
-762
| -11% | -$67.6K | 0.02% | 759 |
|
|
2022
Q1 | $693K | Sell |
6,684
-468
| -7% | -$41.9K | 0.02% | 693 |
|
|
2021
Q4 | $664K | Buy |
7,152
+1,116
| +18% | +$96.5K | 0.02% | 719 |
|
|
2021
Q3 | $482K | Buy |
6,036
+468
| +8% | +$32.9K | 0.01% | 839 |
|
|
2021
Q2 | $344K | Buy |
5,568
+264
| +5% | +$15.6K | 0.01% | 1011 |
|
|
2021
Q1 | $285K | Sell |
5,304
-1,266
| -19% | -$75.2K | 0.01% | 1016 |
|
|
2020
Q4 | $389K | Sell |
6,570
-1,434
| -18% | -$67K | 0.01% | 778 |
|
|
2020
Q3 | $326K | Buy |
8,004
+1,968
| +33% | +$81.9K | 0.01% | 765 |
|
|
2020
Q2 | $231K | Buy |
+6,036
| New | +$213K | 0.01% | 883 |
|
|
2019
Q4 | – | Sell |
-6,402
| Closed | -$217K | – | 1090 |
|
|
2019
Q3 | $217K | Sell |
6,402
-1,818
| -22% | -$64.3K | 0.01% | 890 |
|
|
2019
Q2 | $279K | Buy |
8,220
+2,136
| +35% | +$79.9K | 0.01% | 758 |
|
|
2019
Q1 | $246K | Buy |
+6,084
| New | +$226K | 0.01% | 763 |
|
|
2018
Q4 | – | Sell |
-8,076
| Closed | -$303K | – | 938 |
|
|
2018
Q3 | $303K | Buy |
+8,076
| New | +$294K | 0.02% | 680 |
|
|
2016
Q4 | – | Sell |
-9,564
| Closed | -$254K | – | 795 |
|
|
2016
Q3 | $254K | Sell |
9,564
-3,408
| -26% | -$77.7K | 0.03% | 568 |
|
|
2016
Q2 | $265K | Buy |
12,972
+66
| +0.5% | +$1.53K | 0.03% | 521 |
|
|
2016
Q1 | $351K | Buy |
12,906
+2,226
| +21% | +$54.7K | 0.05% | 408 |
|
|
2015
Q4 | $314K | Buy |
+10,680
| New | +$308K | 0.04% | 435 |
|
Other funds holding PANW
VCM
VPM
