Trivium Point 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 | $1.35M | Sell |
6,594
-376
| -5% | -$76.9K | 0.15% | 147 |
|
|
2025
Q1 | $1.19M | Sell |
6,970
-749
| -10% | -$128K | 0.15% | 151 |
|
|
2024
Q4 | $1.4M | Buy |
7,719
+195
| +3% | +$35.5K | 0.18% | 140 |
|
|
2024
Q3 | $1.51M | Buy |
7,524
+48
| +0.6% | +$9.66K | 0.21% | 126 |
|
|
2024
Q2 | $1.27M | Buy |
7,476
+416
| +6% | +$70.5K | 0.19% | 130 |
|
|
2024
Q1 | $1M | Buy |
7,060
+280
| +4% | +$39.8K | 0.22% | 111 |
|
|
2023
Q4 | $1,000K | Buy |
6,780
+30
| +0.4% | +$4.42K | 0.24% | 108 |
|
|
2023
Q3 | $782K | Hold |
6,750
| – | – | 0.22% | 120 |
|
|
2023
Q2 | $862K | Sell |
6,750
-320
| -5% | -$40.9K | 0.23% | 120 |
|
|
2023
Q1 | $706K | Buy |
7,070
+150
| +2% | +$15K | 0.19% | 132 |
|
|
2022
Q4 | $467K | Sell |
6,920
-30
| -0.4% | -$2.02K | 0.14% | 145 |
|
|
2022
Q3 | $607K | Buy |
6,950
+1,070
| +18% | +$93.5K | 0.19% | 130 |
|
|
2022
Q2 | $507K | Buy |
5,880
+300
| +5% | +$25.9K | 0.15% | 142 |
|
|
2022
Q1 | $564K | Buy |
5,580
+390
| +8% | +$39.4K | 0.13% | 161 |
|
|
2021
Q4 | $482K | Buy |
5,190
+90
| +2% | +$8.36K | 0.1% | 167 |
|
|
2021
Q3 | $420K | Buy |
5,100
+480
| +10% | +$39.5K | 0.1% | 163 |
|
|
2021
Q2 | $286K | Buy |
+4,620
| New | +$286K | 0.07% | 184 |
|