TRUE Private Wealth Advisors’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 | $1.47M | Sell |
7,191
-268
| -4% | -$54.8K | 0.17% | 90 |
|
|
2025
Q1 | $1.27M | Buy |
7,459
+22
| +0.3% | +$3.75K | 0.15% | 85 |
|
|
2024
Q4 | $1.35M | Sell |
7,437
-5
| -0.1% | -$910 | 0.16% | 83 |
|
|
2024
Q3 | $1.27M | Buy |
7,442
+6
| +0.1% | +$1.03K | 0.15% | 83 |
|
|
2024
Q2 | $1.26M | Sell |
7,436
-22
| -0.3% | -$3.73K | 0.14% | 87 |
|
|
2024
Q1 | $1.06M | Buy |
7,458
+460
| +7% | +$65.3K | 0.12% | 92 |
|
|
2023
Q4 | $1.03M | Buy |
6,998
+20
| +0.3% | +$2.95K | 0.13% | 95 |
|
|
2023
Q3 | $818K | Buy |
6,978
+52
| +0.8% | +$6.1K | 0.11% | 107 |
|
|
2023
Q2 | $885K | Sell |
6,926
-554
| -7% | -$70.8K | 0.13% | 89 |
|
|
2023
Q1 | $747K | Buy |
7,480
+266
| +4% | +$26.6K | 0.11% | 97 |
|
|
2022
Q4 | $503K | Sell |
7,214
-1,030
| -12% | -$71.9K | 0.08% | 117 |
|
|
2022
Q3 | $675K | Hold |
8,244
| – | – | 0.1% | 89 |
|
|
2022
Q2 | $678K | Buy |
8,244
+60
| +0.7% | +$4.93K | 0.1% | 99 |
|
|
2022
Q1 | $754K | Hold |
8,184
| – | – | 0.11% | 100 |
|
|
2021
Q4 | $759K | Sell |
8,184
-24
| -0.3% | -$2.23K | 0.11% | 122 |
|
|
2021
Q3 | $655K | Hold |
8,208
| – | – | 0.1% | 122 |
|
|
2021
Q2 | $507K | Hold |
8,208
| – | – | 0.08% | 138 |
|
|
2021
Q1 | $441K | Hold |
8,208
| – | – | 0.07% | 144 |
|
|
2020
Q4 | $486K | Sell |
8,208
-1,200
| -13% | -$71.1K | 0.08% | 128 |
|
|
2020
Q3 | $383K | Hold |
9,408
| – | – | 0.07% | 138 |
|
|
2020
Q2 | $360K | Buy |
9,408
+144
| +2% | +$5.51K | 0.07% | 133 |
|
|
2020
Q1 | $253K | Buy |
9,264
+1,926
| +26% | +$52.6K | 0.05% | 136 |
|
|
2019
Q4 | $282K | Buy |
7,338
+738
| +11% | +$28.4K | 0.04% | 182 |
|
|
2019
Q3 | $224K | Sell |
6,600
-66
| -1% | -$2.24K | 0.04% | 185 |
|
|
2019
Q2 | $226K | Sell |
6,666
-396
| -6% | -$13.4K | 0.04% | 180 |
|
|
2019
Q1 | $285K | Sell |
7,062
-192
| -3% | -$7.75K | 0.05% | 159 |
|
|
2018
Q4 | $227K | Hold |
7,254
| – | – | 0.04% | 212 |
|
|
2018
Q3 | $272K | Hold |
7,254
| – | – | 0.04% | 227 |
|
|
2018
Q2 | $248K | Buy |
7,254
+66
| +0.9% | +$2.26K | 0.04% | 236 |
|
|
2018
Q1 | $217K | Buy |
+7,188
| New | +$217K | 0.04% | 212 |
|
|
2016
Q1 | – | Sell |
-6,984
| Closed | -$205K | – | 137 |
|
|
2015
Q4 | $205K | Buy |
+6,984
| New | +$205K | 0.09% | 88 |
|