Tilia Fiduciary Partners’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 | $2.68M | Buy |
13,104
+225
| +2% | +$46K | 1.64% | 20 |
|
|
2025
Q1 | $2.2M | Buy |
12,879
+8
| +0.1% | +$1.37K | 1.46% | 23 |
|
|
2024
Q4 | $2.34M | Buy |
12,871
+409
| +3% | +$74.4K | 1.6% | 22 |
|
|
2024
Q3 | $2.13M | Buy |
12,462
+576
| +5% | +$98.4K | 1.48% | 28 |
|
|
2024
Q2 | $2.01M | Buy |
11,886
+1,014
| +9% | +$172K | 1.58% | 25 |
|
|
2024
Q1 | $1.54M | Buy |
10,872
+852
| +9% | +$121K | 1.25% | 37 |
|
|
2023
Q4 | $1.48M | Buy |
10,020
+510
| +5% | +$75.2K | 1.37% | 28 |
|
|
2023
Q3 | $1.11M | Buy |
9,510
+602
| +7% | +$70.6K | 1.16% | 37 |
|
|
2023
Q2 | $1.14M | Buy |
8,908
+896
| +11% | +$114K | 1.02% | 35 |
|
|
2023
Q1 | $800K | Buy |
8,012
+412
| +5% | +$41.1K | 0.76% | 45 |
|
|
2022
Q4 | $530K | Buy |
7,600
+242
| +3% | +$16.9K | 0.51% | 62 |
|
|
2022
Q3 | $579K | Buy |
7,358
+242
| +3% | +$19K | 0.58% | 55 |
|
|
2022
Q2 | $584K | Buy |
7,116
+168
| +2% | +$13.8K | 0.56% | 57 |
|
|
2022
Q1 | $721K | Buy |
6,948
+288
| +4% | +$29.9K | 0.61% | 50 |
|
|
2021
Q4 | $618K | Buy |
+6,660
| New | +$618K | 0.5% | 64 |
|