Steward Partners Investment Advisory’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 | $34M | Buy |
166,323
+10,815
| +7% | +$2.21M | 0.27% | 73 |
|
|
2025
Q1 | $26.5M | Buy |
155,508
+602
| +0.4% | +$103K | 0.23% | 88 |
|
|
2024
Q4 | $28.2M | Buy |
154,906
+5,706
| +4% | +$1.04M | 0.25% | 82 |
|
|
2024
Q3 | $25.5M | Sell |
149,200
-994
| -0.7% | -$170K | 0.24% | 90 |
|
|
2024
Q2 | $25.5M | Buy |
150,194
+2,920
| +2% | +$495K | 0.27% | 78 |
|
|
2024
Q1 | $20.9M | Buy |
147,274
+26,616
| +22% | +$3.78M | 0.23% | 86 |
|
|
2023
Q4 | $17.8M | Buy |
120,658
+18,826
| +18% | +$2.78M | 0.24% | 82 |
|
|
2023
Q3 | $11.9M | Buy |
101,832
+2,838
| +3% | +$333K | 0.18% | 120 |
|
|
2023
Q2 | $12.6M | Buy |
98,994
+26,918
| +37% | +$3.44M | 0.19% | 113 |
|
|
2023
Q1 | $7.2M | Buy |
72,076
+7,190
| +11% | +$718K | 0.12% | 189 |
|
|
2022
Q4 | $4.53M | Sell |
64,886
-9,254
| -12% | -$646K | 0.08% | 266 |
|
|
2022
Q3 | $6.07M | Buy |
74,140
+1,438
| +2% | +$118K | 0.11% | 193 |
|
|
2022
Q2 | $5.99M | Sell |
72,702
-31,692
| -30% | -$2.61M | 0.11% | 204 |
|
|
2022
Q1 | $10.8M | Buy |
104,394
+55,818
| +115% | +$5.79M | 0.17% | 141 |
|
|
2021
Q4 | $4.51M | Buy |
48,576
+4,386
| +10% | +$407K | 0.07% | 290 |
|
|
2021
Q3 | $3.53M | Sell |
44,190
-1,170
| -3% | -$93.4K | 0.06% | 318 |
|
|
2021
Q2 | $2.81M | Sell |
45,360
-2,148
| -5% | -$133K | 0.05% | 368 |
|
|
2021
Q1 | $2.55M | Buy |
47,508
+1,278
| +3% | +$68.6K | 0.04% | 375 |
|
|
2020
Q4 | $2.74M | Sell |
46,230
-594
| -1% | -$35.2K | 0.06% | 311 |
|
|
2020
Q3 | $1.91M | Buy |
46,824
+2,646
| +6% | +$108K | 0.05% | 333 |
|
|
2020
Q2 | $1.69M | Buy |
44,178
+6,498
| +17% | +$249K | 0.05% | 343 |
|
|
2020
Q1 | $1.03M | Sell |
37,680
-60,720
| -62% | -$1.66M | 0.04% | 381 |
|
|
2019
Q4 | $3.79M | Sell |
98,400
-5,568
| -5% | -$215K | 0.11% | 195 |
|
|
2019
Q3 | $3.53M | Sell |
103,968
-72,468
| -41% | -$2.46M | 0.12% | 191 |
|
|
2019
Q2 | $5.99M | Buy |
176,436
+34,602
| +24% | +$1.17M | 0.22% | 108 |
|
|
2019
Q1 | $5.74M | Sell |
141,834
-109,032
| -43% | -$4.41M | 0.24% | 103 |
|
|
2018
Q4 | $7.88M | Buy |
250,866
+178,872
| +248% | +$5.62M | 0.38% | 66 |
|
|
2018
Q3 | $2.7M | Buy |
71,994
+34,296
| +91% | +$1.29M | 0.13% | 179 |
|
|
2018
Q2 | $1.29M | Buy |
37,698
+96
| +0.3% | +$3.29K | 0.08% | 255 |
|
|
2018
Q1 | $1.14M | Buy |
37,602
+7,470
| +25% | +$226K | 0.08% | 248 |
|
|
2017
Q4 | $727K | Buy |
30,132
+270
| +0.9% | +$6.51K | 0.06% | 291 |
|
|
2017
Q3 | $717K | Buy |
29,862
+3,438
| +13% | +$82.5K | 0.07% | 240 |
|
|
2017
Q2 | $589K | Sell |
26,424
-528
| -2% | -$11.8K | 0.07% | 248 |
|
|
2017
Q1 | $506K | Buy |
+26,952
| New | +$506K | 0.08% | 195 |
|