TA
TFG Advisers’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
4,668
+53
| +1% | +$10.8K | 0.33% | 79 |
|
|
2025
Q1 | $787K | Buy |
4,615
+233
| +5% | +$39.8K | 0.29% | 91 |
|
|
2024
Q4 | $797K | Buy |
4,382
+2,255
| +106% | +$410K | 0.29% | 91 |
|
|
2024
Q3 | $727K | Buy |
2,127
+3
| +0.1% | +$1.03K | 0.26% | 100 |
|
|
2024
Q2 | $720K | Sell |
2,124
-203
| -9% | -$68.8K | 0.28% | 93 |
|
|
2024
Q1 | $661K | Buy |
2,327
+212
| +10% | +$60.2K | 0.26% | 105 |
|
|
2023
Q4 | $624K | Hold |
2,115
| – | – | 0.26% | 105 |
|
|
2023
Q3 | $496K | Sell |
2,115
-250
| -11% | -$58.6K | 0.23% | 109 |
|
|
2023
Q2 | $604K | Sell |
2,365
-23
| -1% | -$5.88K | 0.27% | 100 |
|
|
2023
Q1 | $477K | Hold |
2,388
| – | – | 0.23% | 109 |
|
|
2022
Q4 | $333K | Hold |
2,388
| – | – | 0.17% | 131 |
|
|
2022
Q3 | $391K | Buy |
2,388
+1,592
| +200% | +$261K | 0.22% | 116 |
|
|
2022
Q2 | $393K | Hold |
796
| – | – | 0.21% | 114 |
|
|
2022
Q1 | $496K | Hold |
796
| – | – | 0.23% | 113 |
|
|
2021
Q4 | $443K | Hold |
796
| – | – | 0.19% | 127 |
|
|
2021
Q3 | $381K | Hold |
796
| – | – | 0.18% | 131 |
|
|
2021
Q2 | $295K | Sell |
796
-3
| -0.4% | -$1.11K | 0.14% | 153 |
|
|
2021
Q1 | $257K | Buy |
799
+60
| +8% | +$19.3K | 0.13% | 161 |
|
|
2020
Q4 | $262K | Buy |
+739
| New | +$262K | 0.14% | 155 |
|
|
2020
Q1 | – | Sell |
-711
| Closed | -$164K | – | 360 |
|
|
2019
Q4 | $164K | Buy |
+711
| New | +$164K | 0.09% | 179 |
|