TWA
TCI Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
+1,661
| New | +$340K | 0.02% | 177 |
|
|
2023
Q2 | – | Sell |
-89
| Closed | -$17.8K | – | 1613 |
|
|
2023
Q1 | $17.8K | Sell |
89
-71
| -44% | -$14.2K | ﹤0.01% | 778 |
|
|
2022
Q4 | $22.3K | Buy |
160
+24
| +18% | +$3.35K | ﹤0.01% | 645 |
|
|
2022
Q3 | $22K | Buy |
136
+108
| +386% | +$17.5K | ﹤0.01% | 619 |
|
|
2022
Q2 | $14K | Sell |
28
-12
| -30% | -$6K | ﹤0.01% | 812 |
|
|
2022
Q1 | $25K | Buy |
40
+12
| +43% | +$7.5K | ﹤0.01% | 602 |
|
|
2021
Q4 | $16K | Buy |
28
+1
| +4% | +$571 | ﹤0.01% | 830 |
|
|
2021
Q3 | $13K | Hold |
27
| – | – | ﹤0.01% | 913 |
|
|
2021
Q2 | $10K | Buy |
27
+4
| +17% | +$1.48K | ﹤0.01% | 956 |
|
|
2021
Q1 | $7K | Buy |
23
+13
| +130% | +$3.96K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $4K | Hold |
10
| – | – | ﹤0.01% | 973 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1107 |
|
|
2019
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1051 |
|
|
2018
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1022 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1113 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 989 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q3 | $1K | Sell |
10
-30
| -75% | -$3K | ﹤0.01% | 1171 |
|
|
2017
Q2 | $5K | Buy |
40
+30
| +300% | +$3.75K | ﹤0.01% | 758 |
|
|
2017
Q1 | $1K | Sell |
10
-96
| -91% | -$9.6K | ﹤0.01% | 1141 |
|
|
2016
Q4 | $13K | Buy |
106
+100
| +1,667% | +$12.3K | 0.01% | 576 |
|
|
2016
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1183 |
|
|
2015
Q4 | – | Sell |
-31
| Closed | -$5K | – | 1069 |
|
|
2015
Q3 | $5K | Buy |
31
+14
| +82% | +$2.26K | ﹤0.01% | 634 |
|
|
2015
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 745 |
|
|
2015
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 744 |
|
|
2014
Q3 | – | Sell |
-64
| Closed | -$5K | – | 905 |
|
|
2014
Q2 | $5K | Sell |
64
-6
| -9% | -$469 | ﹤0.01% | 592 |
|
|
2014
Q1 | $5K | Buy |
+70
| New | +$5K | ﹤0.01% | 556 |
|