UAS
United Asset Strategies’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
94,986
+125
| +0.1% | +$25.6K | 1.66% | 12 |
|
|
2025
Q1 | $16.2M | Buy |
94,861
+2,656
| +3% | +$453K | 1.5% | 14 |
|
|
2024
Q4 | $16.8M | Buy |
92,205
+46,830
| +103% | +$8.52M | 1.54% | 15 |
|
|
2024
Q3 | $15.5M | Buy |
45,375
+1,224
| +3% | +$418K | 1.44% | 18 |
|
|
2024
Q2 | $15M | Buy |
44,151
+1,322
| +3% | +$448K | 1.48% | 17 |
|
|
2024
Q1 | $12.2M | Sell |
42,829
-24,745
| -37% | -$7.03M | 1.22% | 28 |
|
|
2023
Q4 | $19.9M | Sell |
67,574
-2,180
| -3% | -$643K | 2.24% | 6 |
|
|
2023
Q3 | $16.4M | Sell |
69,754
-1,359
| -2% | -$319K | 2.11% | 6 |
|
|
2023
Q2 | $18.2M | Sell |
71,113
-15,404
| -18% | -$3.94M | 2.27% | 6 |
|
|
2023
Q1 | $17.3M | Sell |
86,517
-5,062
| -6% | -$1.01M | 2.28% | 5 |
|
|
2022
Q4 | $12.8M | Sell |
91,579
-2,074
| -2% | -$289K | 1.78% | 13 |
|
|
2022
Q3 | $15.3M | Buy |
93,653
+62,081
| +197% | +$10.2M | 2.36% | 5 |
|
|
2022
Q2 | $15.6M | Sell |
31,572
-1,888
| -6% | -$933K | 2.27% | 7 |
|
|
2022
Q1 | $20.8M | Sell |
33,460
-6,194
| -16% | -$3.86M | 2.65% | 5 |
|
|
2021
Q4 | $22.1M | Sell |
39,654
-2,874
| -7% | -$1.6M | 2.63% | 5 |
|
|
2021
Q3 | $20.4M | Sell |
42,528
-1,951
| -4% | -$935K | 2.63% | 4 |
|
|
2021
Q2 | $16.5M | Sell |
44,479
-577
| -1% | -$214K | 2.2% | 6 |
|
|
2021
Q1 | $14.5M | Sell |
45,056
-2,552
| -5% | -$822K | 2.1% | 8 |
|
|
2020
Q4 | $16.9M | Buy |
47,608
+830
| +2% | +$295K | 2.66% | 4 |
|
|
2020
Q3 | $11.4M | Sell |
46,778
-715
| -2% | -$175K | 2.11% | 10 |
|
|
2020
Q2 | $10.9M | Buy |
47,493
+569
| +1% | +$131K | 2.15% | 8 |
|
|
2020
Q1 | $7.69M | Buy |
46,924
+13,315
| +40% | +$2.18M | 1.91% | 12 |
|
|
2019
Q4 | $7.77M | Buy |
33,609
+1,106
| +3% | +$256K | 1.51% | 17 |
|
|
2019
Q3 | $6.63M | Buy |
32,503
+660
| +2% | +$135K | 1.45% | 20 |
|
|
2019
Q2 | $6.49M | Buy |
+31,843
| New | +$6.49M | 1.49% | 17 |
|
|
2019
Q1 | – | Sell |
-10,615
| Closed | -$2M | – | 209 |
|
|
2018
Q4 | $2M | Sell |
10,615
-9,371
| -47% | -$1.76M | 0.55% | 54 |
|
|
2018
Q3 | $4.5M | Sell |
19,986
-141
| -0.7% | -$31.8K | 1.06% | 28 |
|
|
2018
Q2 | $4.14M | Sell |
20,127
-320
| -2% | -$65.7K | 1.09% | 30 |
|
|
2018
Q1 | $3.71M | Buy |
20,447
+280
| +1% | +$50.8K | 1.09% | 31 |
|
|
2017
Q4 | $2.92M | Buy |
20,167
+2,244
| +13% | +$325K | 0.78% | 38 |
|
|
2017
Q3 | $2.58M | Sell |
17,923
-294
| -2% | -$42.4K | 1.46% | 23 |
|
|
2017
Q2 | $2.44M | Sell |
18,217
-13,023
| -42% | -$1.74M | 0.72% | 46 |
|
|
2017
Q1 | $3.52M | Buy |
31,240
+17,445
| +126% | +$1.97M | 1.07% | 35 |
|
|
2016
Q4 | $1.73M | Buy |
+13,795
| New | +$1.73M | 0.56% | 53 |
|