Summit Financial’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 | $3.62M | Buy |
17,671
+2,261
| +15% | +$463K | 0.08% | 204 |
|
|
2025
Q1 | $2.63M | Sell |
15,410
-504
| -3% | -$86K | 0.07% | 224 |
|
|
2024
Q4 | $2.9M | Sell |
15,914
-292
| -2% | -$53.1K | 0.1% | 162 |
|
|
2024
Q3 | $2.77M | Buy |
16,206
+1,416
| +10% | +$242K | 0.11% | 147 |
|
|
2024
Q2 | $2.51M | Buy |
14,790
+4,404
| +42% | +$747K | 0.11% | 130 |
|
|
2024
Q1 | $1.48M | Buy |
10,386
+1,232
| +13% | +$175K | 0.09% | 137 |
|
|
2023
Q4 | $1.35M | Sell |
9,154
-428
| -4% | -$63.1K | 0.09% | 141 |
|
|
2023
Q3 | $1.12M | Buy |
9,582
+2,806
| +41% | +$329K | 0.08% | 153 |
|
|
2023
Q2 | $866K | Buy |
6,776
+134
| +2% | +$17.1K | 0.06% | 168 |
|
|
2023
Q1 | $663K | Sell |
6,642
-686
| -9% | -$68.5K | 0.06% | 152 |
|
|
2022
Q4 | $511K | Buy |
7,328
+3,882
| +113% | +$271K | 0.05% | 168 |
|
|
2022
Q3 | $282K | Buy |
3,446
+866
| +34% | +$70.9K | 0.03% | 215 |
|
|
2022
Q2 | $212K | Buy |
+2,580
| New | +$212K | 0.02% | 223 |
|