Trust Investment 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 | $2.67M | Sell |
13,039
-672
| -5% | -$138K | 1.62% | 10 |
|
|
2025
Q1 | $2.34M | Sell |
13,711
-910
| -6% | -$155K | 1.51% | 9 |
|
|
2024
Q4 | $2.66M | Sell |
14,621
-45
| -0.3% | -$8.19K | 1.7% | 7 |
|
|
2024
Q3 | $2.51M | Buy |
14,666
+104
| +0.7% | +$17.8K | 1.6% | 11 |
|
|
2024
Q2 | $2.47M | Sell |
14,562
-76
| -0.5% | -$12.9K | 1.57% | 8 |
|
|
2024
Q1 | $2.08M | Sell |
14,638
-1,562
| -10% | -$222K | 1.5% | 14 |
|
|
2023
Q4 | $2.39M | Buy |
16,200
+1,156
| +8% | +$170K | 1.86% | 6 |
|
|
2023
Q3 | $1.76M | Sell |
15,044
-1,988
| -12% | -$233K | 1.52% | 9 |
|
|
2023
Q2 | $2.18M | Sell |
17,032
-490
| -3% | -$62.6K | 1.76% | 7 |
|
|
2023
Q1 | $1.75M | Buy |
17,522
+1,886
| +12% | +$188K | 1.57% | 10 |
|
|
2022
Q4 | $1.09M | Sell |
15,636
-726
| -4% | -$50.7K | 1.03% | 41 |
|
|
2022
Q3 | $1.34M | Sell |
16,362
-1,188
| -7% | -$97.3K | 1.4% | 14 |
|
|
2022
Q2 | $1.45M | Hold |
17,550
| – | – | 1.39% | 15 |
|
|
2022
Q1 | $1.82M | Buy |
17,550
+186
| +1% | +$19.3K | 1.48% | 13 |
|
|
2021
Q4 | $1.61M | Buy |
17,364
+54
| +0.3% | +$5.01K | 1.27% | 25 |
|
|
2021
Q3 | $1.38M | Buy |
17,310
+96
| +0.6% | +$7.66K | 1.24% | 25 |
|
|
2021
Q2 | $1.07M | Buy |
17,214
+312
| +2% | +$19.3K | 0.94% | 48 |
|
|
2021
Q1 | $907K | Sell |
16,902
-540
| -3% | -$29K | 0.89% | 52 |
|
|
2020
Q4 | $1.03M | Sell |
17,442
-402
| -2% | -$23.8K | 1.05% | 38 |
|
|
2020
Q3 | $728K | Buy |
17,844
+444
| +3% | +$18.1K | 0.85% | 47 |
|
|
2020
Q2 | $666K | Buy |
17,400
+810
| +5% | +$31K | 0.85% | 45 |
|
|
2020
Q1 | $453K | Sell |
16,590
-540
| -3% | -$14.7K | 0.75% | 50 |
|
|
2019
Q4 | $660K | Sell |
17,130
-300
| -2% | -$11.6K | 0.82% | 52 |
|
|
2019
Q3 | $592K | Sell |
17,430
-120
| -0.7% | -$4.08K | 0.77% | 56 |
|
|
2019
Q2 | $596K | Sell |
17,550
-2,100
| -11% | -$71.3K | 0.75% | 55 |
|
|
2019
Q1 | $795K | Sell |
19,650
-1,080
| -5% | -$43.7K | 0.94% | 53 |
|
|
2018
Q4 | $651K | Sell |
20,730
-600
| -3% | -$18.8K | 0.82% | 52 |
|
|
2018
Q3 | $801K | Sell |
21,330
-1,200
| -5% | -$45.1K | 0.82% | 57 |
|
|
2018
Q2 | $772K | Buy |
22,530
+750
| +3% | +$25.7K | 0.85% | 55 |
|
|
2018
Q1 | $659K | Hold |
21,780
| – | – | 0.76% | 59 |
|
|
2017
Q4 | $526K | Buy |
+21,780
| New | +$526K | 0.58% | 67 |
|