Summit Securities Group’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
Q1 | – | Sell |
-105
| Closed | -$19.1K | – | 872 |
|
|
2024
Q4 | $19.1K | Buy |
+105
| New | +$19.1K | ﹤0.01% | 273 |
|
|
2024
Q3 | – | Sell |
-86
| Closed | -$15K | – | 663 |
|
|
2024
Q2 | $15K | Buy |
+86
| New | +$15K | ﹤0.01% | 293 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$7K | – | 608 |
|
|
2023
Q4 | $7K | Sell |
50
-18
| -26% | -$2.52K | ﹤0.01% | 340 |
|
|
2023
Q3 | $8K | Sell |
68
-128
| -65% | -$15.1K | ﹤0.01% | 282 |
|
|
2023
Q2 | $25K | Buy |
+196
| New | +$25K | ﹤0.01% | 453 |
|
|
2022
Q4 | – | Sell |
-1,482
| Closed | -$121K | – | 1064 |
|
|
2022
Q3 | $121K | Buy |
+1,482
| New | +$121K | 0.01% | 329 |
|
|
2022
Q2 | – | Sell |
-2,436
| Closed | -$253K | – | 891 |
|
|
2022
Q1 | $253K | Buy |
+2,436
| New | +$253K | 0.03% | 199 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 485 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 446 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 438 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 371 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 321 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 238 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 210 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 221 |
|
|
2017
Q3 | – | Sell |
-9,066
| Closed | -$202K | – | 197 |
|
|
2017
Q2 | $202K | Buy |
+9,066
| New | +$202K | 0.04% | 158 |
|
|
2016
Q1 | – | Sell |
-71,880
| Closed | -$2.11M | – | 292 |
|
|
2015
Q4 | $2.11M | Buy |
+71,880
| New | +$2.11M | 0.68% | 27 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$17K | – | 426 |
|
|
2015
Q2 | $17K | Buy |
+600
| New | +$17K | 0.01% | 327 |
|