Stamos Capital Partners’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 | $2.19M | Buy |
10,682
+3,537
| +50% | +$724K | 0.39% | 76 |
|
|
2025
Q1 | $1.22M | Buy |
7,145
+3,065
| +75% | +$523K | 0.32% | 89 |
|
|
2024
Q4 | $742K | Sell |
4,080
-1,860
| -31% | -$338K | 0.17% | 116 |
|
|
2024
Q3 | $1.02M | Sell |
5,940
-2,820
| -32% | -$482K | 0.24% | 95 |
|
|
2024
Q2 | $1.48M | Sell |
8,760
-1,640
| -16% | -$278K | 0.32% | 81 |
|
|
2024
Q1 | $1.48M | Buy |
10,400
+440
| +4% | +$62.5K | 0.34% | 68 |
|
|
2023
Q4 | $1.47M | Sell |
9,960
-17,600
| -64% | -$2.59M | 0.4% | 62 |
|
|
2023
Q3 | $3.23M | Buy |
27,560
+11,420
| +71% | +$1.34M | 0.72% | 39 |
|
|
2023
Q2 | $2.06M | Sell |
16,140
-5,340
| -25% | -$682K | 0.48% | 62 |
|
|
2023
Q1 | $2.15M | Buy |
21,480
+7,260
| +51% | +$725K | 0.55% | 55 |
|
|
2022
Q4 | $992K | Sell |
14,220
-1,320
| -8% | -$92.1K | 0.31% | 79 |
|
|
2022
Q3 | $1.27M | Buy |
15,540
+5,340
| +52% | +$437K | 0.32% | 72 |
|
|
2022
Q2 | $840K | Buy |
10,200
+3,000
| +42% | +$247K | 0.25% | 82 |
|
|
2022
Q1 | $747K | Buy |
+7,200
| New | +$747K | 0.25% | 75 |
|
|
2020
Q4 | – | Sell |
-5,400
| Closed | -$220K | – | 67 |
|
|
2020
Q3 | $220K | Hold |
5,400
| – | – | 0.08% | 66 |
|
|
2020
Q2 | $207K | Sell |
5,400
-22,542
| -81% | -$864K | 0.12% | 53 |
|
|
2020
Q1 | $764K | Buy |
+27,942
| New | +$764K | 0.4% | 66 |
|
|
2019
Q2 | – | Sell |
-15,000
| Closed | -$614K | – | 81 |
|
|
2019
Q1 | $614K | Sell |
15,000
-12,768
| -46% | -$523K | 0.79% | 37 |
|
|
2018
Q4 | $872K | Buy |
+27,768
| New | +$872K | 0.66% | 44 |
|