Strategic Advisors’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 | $1.28M | Buy |
6,265
+348
| +6% | +$71.2K | 0.25% | 77 |
|
|
2025
Q1 | $1.01M | Buy |
5,917
+585
| +11% | +$99.8K | 0.19% | 97 |
|
|
2024
Q4 | $970K | Buy |
5,332
+2,104
| +65% | +$383K | 0.18% | 103 |
|
|
2024
Q3 | $552K | Hold |
3,228
| – | – | 0.1% | 136 |
|
|
2024
Q2 | $547K | Buy |
3,228
+826
| +34% | +$140K | 0.11% | 132 |
|
|
2024
Q1 | $341K | Sell |
2,402
-120
| -5% | -$17K | 0.07% | 161 |
|
|
2023
Q4 | $372K | Buy |
2,522
+484
| +24% | +$71.4K | 0.07% | 156 |
|
|
2023
Q3 | $239K | Buy |
2,038
+128
| +7% | +$15K | 0.05% | 177 |
|
|
2023
Q2 | $244K | Buy |
+1,910
| New | +$244K | 0.05% | 175 |
|