Stephens Inc’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 | $12.2M | Buy |
59,796
+19,076
| +47% | +$3.9M | 0.17% | 136 |
|
|
2025
Q1 | $6.95M | Buy |
40,720
+358
| +0.9% | +$61.1K | 0.1% | 207 |
|
|
2024
Q4 | $7.34M | Sell |
40,362
-1,008
| -2% | -$183K | 0.1% | 203 |
|
|
2024
Q3 | $7.07M | Sell |
41,370
-1,038
| -2% | -$177K | 0.1% | 209 |
|
|
2024
Q2 | $7.19M | Buy |
42,408
+2,928
| +7% | +$496K | 0.11% | 199 |
|
|
2024
Q1 | $5.61M | Sell |
39,480
-6,458
| -14% | -$917K | 0.09% | 238 |
|
|
2023
Q4 | $6.77M | Buy |
45,938
+2,546
| +6% | +$375K | 0.12% | 197 |
|
|
2023
Q3 | $5.09M | Buy |
43,392
+1,054
| +2% | +$124K | 0.1% | 217 |
|
|
2023
Q2 | $5.41M | Buy |
42,338
+7,688
| +22% | +$982K | 0.1% | 220 |
|
|
2023
Q1 | $3.46M | Buy |
34,650
+2,360
| +7% | +$236K | 0.07% | 281 |
|
|
2022
Q4 | $2.25M | Sell |
32,290
-2,656
| -8% | -$185K | 0.05% | 343 |
|
|
2022
Q3 | $2.86M | Buy |
34,946
+4,172
| +14% | +$342K | 0.06% | 303 |
|
|
2022
Q2 | $2.53M | Sell |
30,774
-516
| -2% | -$42.5K | 0.05% | 330 |
|
|
2022
Q1 | $3.25M | Buy |
31,290
+2,364
| +8% | +$245K | 0.05% | 337 |
|
|
2021
Q4 | $2.68M | Sell |
28,926
-2,286
| -7% | -$212K | 0.04% | 390 |
|
|
2021
Q3 | $2.49M | Sell |
31,212
-3,060
| -9% | -$244K | 0.04% | 411 |
|
|
2021
Q2 | $2.12M | Buy |
34,272
+810
| +2% | +$50.1K | 0.03% | 466 |
|
|
2021
Q1 | $1.8M | Buy |
33,462
+840
| +3% | +$45.1K | 0.03% | 471 |
|
|
2020
Q4 | $1.93M | Buy |
32,622
+1,224
| +4% | +$72.5K | 0.03% | 441 |
|
|
2020
Q3 | $1.28M | Sell |
31,398
-48
| -0.2% | -$1.96K | 0.03% | 484 |
|
|
2020
Q2 | $1.2M | Buy |
31,446
+678
| +2% | +$26K | 0.03% | 473 |
|
|
2020
Q1 | $841K | Buy |
30,768
+4,326
| +16% | +$118K | 0.02% | 520 |
|
|
2019
Q4 | $1.02M | Sell |
26,442
-17,676
| -40% | -$681K | 0.02% | 552 |
|
|
2019
Q3 | $1.5M | Buy |
44,118
+3,132
| +8% | +$106K | 0.03% | 465 |
|
|
2019
Q2 | $1.39M | Sell |
40,986
-2,880
| -7% | -$97.8K | 0.03% | 490 |
|
|
2019
Q1 | $1.78M | Buy |
43,866
+7,350
| +20% | +$298K | 0.04% | 423 |
|
|
2018
Q4 | $1.15M | Buy |
36,516
+5,286
| +17% | +$166K | 0.03% | 490 |
|
|
2018
Q3 | $1.17M | Buy |
+31,230
| New | +$1.17M | 0.03% | 530 |
|
|
2017
Q3 | – | Sell |
-44,430
| Closed | -$991K | – | 829 |
|
|
2017
Q2 | $991K | Buy |
44,430
+3,924
| +10% | +$87.5K | 0.03% | 437 |
|
|
2017
Q1 | $761K | Sell |
40,506
-17,634
| -30% | -$331K | 0.03% | 474 |
|
|
2016
Q4 | $1.21M | Sell |
58,140
-228
| -0.4% | -$4.75K | 0.05% | 345 |
|
|
2016
Q3 | $1.55M | Sell |
58,368
-7,632
| -12% | -$203K | 0.07% | 293 |
|
|
2016
Q2 | $1.35M | Sell |
66,000
-30,342
| -31% | -$620K | 0.06% | 310 |
|
|
2016
Q1 | $2.62M | Buy |
96,342
+49,338
| +105% | +$1.34M | 0.13% | 173 |
|
|
2015
Q4 | $1.38M | Buy |
47,004
+12,042
| +34% | +$354K | 0.07% | 283 |
|
|
2015
Q3 | $1M | Sell |
34,962
-20,448
| -37% | -$586K | 0.05% | 332 |
|
|
2015
Q2 | $1.61M | Sell |
55,410
-3,192
| -5% | -$92.9K | 0.07% | 278 |
|
|
2015
Q1 | $1.43M | Sell |
58,602
-7,116
| -11% | -$173K | 0.07% | 295 |
|
|
2014
Q4 | $1.34M | Sell |
65,718
-224,478
| -77% | -$4.59M | 0.06% | 285 |
|
|
2014
Q3 | $4.75M | Buy |
290,196
+11,322
| +4% | +$185K | 0.23% | 94 |
|
|
2014
Q2 | $3.9M | Buy |
278,874
+267,066
| +2,262% | +$3.73M | 0.2% | 119 |
|
|
2014
Q1 | $135K | Buy |
11,808
+11,598
| +5,523% | +$133K | 0.01% | 723 |
|
|
2013
Q4 | $2K | Sell |
210
-60
| -22% | -$571 | ﹤0.01% | 868 |
|
|
2013
Q3 | $2K | Hold |
270
| – | – | ﹤0.01% | 816 |
|
|
2013
Q2 | $2K | Buy |
+270
| New | +$2K | ﹤0.01% | 779 |
|