TD Private Client Wealth’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 | $769K | Buy |
3,756
+1,533
| +69% | +$314K | 0.02% | 402 |
|
|
2025
Q1 | $379K | Buy |
2,223
+74
| +3% | +$12.6K | 0.01% | 490 |
|
|
2024
Q4 | $391K | Buy |
2,149
+59
| +3% | +$10.7K | 0.01% | 483 |
|
|
2024
Q3 | $357K | Sell |
2,090
-128
| -6% | -$21.9K | 0.01% | 502 |
|
|
2024
Q2 | $376K | Buy |
2,218
+518
| +30% | +$87.8K | 0.01% | 474 |
|
|
2024
Q1 | $242K | Buy |
1,700
+82
| +5% | +$11.6K | 0.01% | 551 |
|
|
2023
Q4 | $239K | Buy |
1,618
+118
| +8% | +$17.4K | 0.01% | 538 |
|
|
2023
Q3 | $176K | Buy |
1,500
+168
| +13% | +$19.7K | 0.01% | 568 |
|
|
2023
Q2 | $170K | Sell |
1,332
-126
| -9% | -$16.1K | 0.01% | 578 |
|
|
2023
Q1 | $146K | Buy |
1,458
+1,330
| +1,039% | +$133K | 0.01% | 595 |
|
|
2022
Q4 | $8.93K | Sell |
128
-58
| -31% | -$4.05K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $15.2K | Sell |
186
-630
| -77% | -$51.6K | ﹤0.01% | 951 |
|
|
2022
Q2 | $67.2K | Sell |
816
-210
| -20% | -$17.3K | ﹤0.01% | 672 |
|
|
2022
Q1 | $106K | Sell |
1,026
-30
| -3% | -$3.11K | ﹤0.01% | 629 |
|
|
2021
Q4 | $98K | Sell |
1,056
-24
| -2% | -$2.23K | ﹤0.01% | 642 |
|
|
2021
Q3 | $86.2K | Sell |
1,080
-6
| -0.6% | -$479 | ﹤0.01% | 650 |
|
|
2021
Q2 | $67.2K | Buy |
1,086
+78
| +8% | +$4.82K | ﹤0.01% | 685 |
|
|
2021
Q1 | $54.1K | Sell |
1,008
-6
| -0.6% | -$322 | ﹤0.01% | 692 |
|
|
2020
Q4 | $60.1K | Buy |
1,014
+102
| +11% | +$6.04K | ﹤0.01% | 635 |
|
|
2020
Q3 | $37.2K | Buy |
912
+48
| +6% | +$1.96K | ﹤0.01% | 649 |
|
|
2020
Q2 | $33.1K | Sell |
864
-588
| -40% | -$22.5K | ﹤0.01% | 663 |
|
|
2020
Q1 | $39.7K | Sell |
1,452
-558
| -28% | -$15.2K | ﹤0.01% | 612 |
|
|
2019
Q4 | $77.5K | Buy |
+2,010
| New | +$77.5K | ﹤0.01% | 547 |
|