SVB Wealth’s Palo Alto Networks PANW Stock Holding History

SVB Wealth’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.67M	Buy	+13,062	New	+$2.67M	0.14%	136
2025 Q1	–	Sell	-20,923	Closed	-$3.81M	–	1705
2024 Q4	$3.81M	Buy	+20,923	New	+$3.81M	0.07%	163
2024 Q3	–	Sell	-20,658	Closed	-$3.5M	–	427
2024 Q2	$3.5M	Buy	20,658 +724	+4%	+$123K	0.09%	180
2024 Q1	$2.83M	Buy	19,934 +2,664	+15%	+$378K	0.06%	213
2023 Q4	$2.55M	Sell	17,270 -1,108	-6%	-$163K	0.06%	217
2023 Q3	$2.15M	Buy	18,378 +516	+3%	+$60.5K	0.05%	216
2023 Q2	$2.28M	Sell	17,862 -4,104	-19%	-$524K	0.04%	221
2023 Q1	$2.19M	Sell	21,966 -7,716	-26%	-$771K	0.03%	254
2022 Q4	$2.07M	Sell	29,682 -288	-1%	-$20.1K	0.03%	264
2022 Q3	$2.46M	Buy	29,970 +2,922	+11%	+$239K	0.04%	228
2022 Q2	$2.23M	Buy	27,048 +1,512	+6%	+$124K	0.03%	210
2022 Q1	$2.65M	Sell	25,536 -30	-0.1%	-$3.11K	0.04%	198
2021 Q4	$2.37M	Sell	25,566 -522	-2%	-$48.4K	0.04%	202
2021 Q3	$2.08M	Sell	26,088 -1,254	-5%	-$100K	0.03%	258
2021 Q2	$1.69M	Sell	27,342 -972	-3%	-$60.1K	0.02%	282
2021 Q1	$1.52M	Sell	28,314 -1,764	-6%	-$94.7K	0.02%	279
2020 Q4	$1.78M	Buy	30,078 +1,968	+7%	+$117K	0.03%	252
2020 Q3	$1.15M	Buy	28,110 +6,066	+28%	+$248K	0.02%	276
2020 Q2	$844K	Sell	22,044 -3,672	-14%	-$141K	0.02%	295
2020 Q1	$703K	Sell	25,716 -1,458	-5%	-$39.9K	0.02%	270
2019 Q4	$1.05M	Sell	27,174 -9,288	-25%	-$358K	0.02%	294
2019 Q3	$1.24M	Sell	36,462 -1,524	-4%	-$51.8K	0.02%	251
2019 Q2	$1.29M	Sell	37,986 -1,860	-5%	-$63.2K	0.04%	250
2019 Q1	$1.61M	Sell	39,846 -22,728	-36%	-$920K	0.06%	180
2018 Q4	$1.96M	Sell	62,574 -28,236	-31%	-$886K	0.08%	156
2018 Q3	$3.41M	Sell	90,810 -3,558	-4%	-$134K	0.12%	124
2018 Q2	$3.23M	Sell	94,368 -4,344	-4%	-$149K	0.12%	122
2018 Q1	$2.99M	Buy	98,712 +25,362	+35%	+$767K	0.11%	134
2017 Q4	$1.77M	Buy	+73,350	New	+$1.77M	0.07%	198