United Asset Strategies’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.5M | Buy |
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|
2025
Q2 | $19.4M | Buy |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $16.8M | Buy |
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|
2024
Q3 | $15.5M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $12.2M | Sell |
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|
2023
Q4 | $19.9M | Sell |
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|
2023
Q3 | $16.4M | Sell |
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|
2023
Q2 | $18.2M | Sell |
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|
2023
Q1 | $17.3M | Sell |
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|
2022
Q4 | $12.8M | Sell |
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|
2022
Q3 | $15.3M | Sell |
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|
2022
Q2 | $15.6M | Sell |
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|
2022
Q1 | $20.8M | Sell |
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|
2021
Q4 | $22.1M | Sell |
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|
2021
Q3 | $20.4M | Sell |
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|
2021
Q2 | $16.5M | Sell |
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|
2021
Q1 | $14.5M | Sell |
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|
2020
Q4 | $16.9M | Buy |
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|
2020
Q3 | $11.4M | Sell |
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|
2020
Q2 | $10.9M | Buy |
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|
2020
Q1 | $7.69M | Buy |
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|
2019
Q4 | $7.77M | Buy |
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|
2019
Q3 | $6.63M | Buy |
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|
2019
Q2 | $6.49M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2M | Sell |
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|
2018
Q3 | $4.5M | Sell |
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|
2018
Q2 | $4.13M | Sell |
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|
2018
Q1 | $3.71M | Buy |
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|
2017
Q4 | $2.92M | Buy |
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|
2017
Q3 | $2.58M | Sell |
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|
2017
Q2 | $2.44M | Sell |
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|
2017
Q1 | $3.52M | Buy |
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|
2016
Q4 | $1.73M | Buy |
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