Summit Trail Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $670K | Buy |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $848K | Buy |
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|
2017
Q4 | $654K | Buy |
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