Toth Financial Advisory’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 | $119K | Hold |
582
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $99.3K | Hold |
582
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $106K | Hold |
582
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $99.5K | Hold |
582
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $98.7K | Buy |
582
+12
| +2% | +$2.03K | 0.01% | 242 |
|
|
2024
Q1 | $81K | Buy |
570
+146
| +34% | +$20.7K | 0.01% | 254 |
|
|
2023
Q4 | $62.5K | Hold |
424
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $49.7K | Sell |
424
-7,558
| -95% | -$886K | 0.01% | 274 |
|
|
2023
Q2 | $1.02M | Buy |
7,982
+7,650
| +2,304% | +$977K | 0.15% | 116 |
|
|
2023
Q1 | $33.2K | Buy |
332
+68
| +26% | +$6.79K | 0.01% | 323 |
|
|
2022
Q4 | $18.4K | Sell |
264
-150
| -36% | -$10.5K | ﹤0.01% | 385 |
|
|
2022
Q3 | $34K | Buy |
414
+150
| +57% | +$12.3K | 0.01% | 314 |
|
|
2022
Q2 | $22K | Sell |
264
-48
| -15% | -$4K | ﹤0.01% | 360 |
|
|
2022
Q1 | $32K | Sell |
312
-390
| -56% | -$40K | ﹤0.01% | 329 |
|
|
2021
Q4 | $65K | Sell |
702
-150
| -18% | -$13.9K | 0.01% | 274 |
|
|
2021
Q3 | $68K | Buy |
852
+570
| +202% | +$45.5K | 0.01% | 275 |
|
|
2021
Q2 | $17K | Buy |
282
+42
| +18% | +$2.53K | ﹤0.01% | 400 |
|
|
2021
Q1 | $13K | Buy |
240
+192
| +400% | +$10.4K | ﹤0.01% | 432 |
|
|
2020
Q4 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 501 |
|
|
2020
Q1 | – | Sell |
-420
| Closed | -$16K | – | 493 |
|
|
2019
Q4 | $16K | Hold |
420
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $14K | Hold |
420
| – | – | ﹤0.01% | 294 |
|
|
2019
Q2 | $14K | Sell |
420
-5,580
| -93% | -$186K | ﹤0.01% | 294 |
|
|
2019
Q1 | $243K | Buy |
6,000
+5,580
| +1,329% | +$226K | 0.06% | 147 |
|
|
2018
Q4 | $13K | Buy |
+420
| New | +$13K | ﹤0.01% | 266 |
|
|
2018
Q1 | – | Sell |
-1,800
| Closed | -$43K | – | 450 |
|
|
2017
Q4 | $43K | Buy |
+1,800
| New | +$43K | 0.01% | 222 |
|
|
2017
Q1 | – | Sell |
-28,920
| Closed | -$603K | – | 130 |
|
|
2016
Q4 | $603K | Hold |
28,920
| – | – | 0.17% | 105 |
|
|
2016
Q3 | $768K | Buy |
+28,920
| New | +$768K | 0.23% | 93 |
|
|
2016
Q2 | – | Sell |
-20,100
| Closed | -$547K | – | 118 |
|
|
2016
Q1 | $547K | Buy |
+20,100
| New | +$547K | 0.18% | 92 |
|