United Capital Financial 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 | $8.26M | Buy |
40,357
+294
| +0.7% | +$60.2K | 0.07% | 222 |
|
|
2025
Q1 | $6.84M | Sell |
40,063
-4,407
| -10% | -$752K | 0.06% | 229 |
|
|
2024
Q4 | $8.09M | Sell |
44,470
-458
| -1% | -$83.3K | 0.07% | 204 |
|
|
2024
Q3 | $7.68M | Buy |
44,928
+1,976
| +5% | +$338K | 0.06% | 209 |
|
|
2024
Q2 | $7.28M | Sell |
42,952
-3,918
| -8% | -$664K | 0.06% | 210 |
|
|
2024
Q1 | $6.66M | Buy |
46,870
+3,274
| +8% | +$465K | 0.05% | 230 |
|
|
2023
Q4 | $6.43M | Buy |
43,596
+37,334
| +596% | +$5.5M | 0.05% | 256 |
|
|
2023
Q3 | $734K | Sell |
6,262
-1,390
| -18% | -$163K | ﹤0.01% | 567 |
|
|
2023
Q2 | $978K | Sell |
7,652
-1,030
| -12% | -$132K | 0.01% | 554 |
|
|
2023
Q1 | $867K | Sell |
8,682
-7,288
| -46% | -$728K | ﹤0.01% | 611 |
|
|
2022
Q4 | $1.11M | Sell |
15,970
-224
| -1% | -$15.6K | 0.01% | 584 |
|
|
2022
Q3 | $1.33M | Buy |
16,194
+306
| +2% | +$25.1K | 0.01% | 553 |
|
|
2022
Q2 | $1.31M | Sell |
15,888
-1,128
| -7% | -$92.9K | 0.01% | 583 |
|
|
2022
Q1 | $1.77M | Sell |
17,016
-14,208
| -46% | -$1.47M | 0.01% | 542 |
|
|
2021
Q4 | $2.9M | Buy |
31,224
+2,310
| +8% | +$214K | 0.01% | 467 |
|
|
2021
Q3 | $2.31M | Buy |
28,914
+420
| +1% | +$33.5K | 0.01% | 498 |
|
|
2021
Q2 | $1.76M | Sell |
28,494
-126
| -0.4% | -$7.79K | 0.01% | 565 |
|
|
2021
Q1 | $1.54M | Sell |
28,620
-1,566
| -5% | -$84K | 0.01% | 560 |
|
|
2020
Q4 | $1.79M | Buy |
30,186
+5,310
| +21% | +$315K | 0.01% | 531 |
|
|
2020
Q3 | $1.02M | Buy |
24,876
+12,384
| +99% | +$505K | 0.01% | 654 |
|
|
2020
Q2 | $478K | Buy |
12,492
+3,138
| +34% | +$120K | ﹤0.01% | 875 |
|
|
2020
Q1 | $256K | Sell |
9,354
-9,684
| -51% | -$265K | ﹤0.01% | 1005 |
|
|
2019
Q4 | $734K | Buy |
19,038
+48
| +0.3% | +$1.85K | ﹤0.01% | 877 |
|
|
2019
Q3 | $645K | Sell |
18,990
-1,290
| -6% | -$43.8K | ﹤0.01% | 865 |
|
|
2019
Q2 | $689K | Buy |
20,280
+1,968
| +11% | +$66.9K | ﹤0.01% | 923 |
|
|
2019
Q1 | $741K | Buy |
18,312
+1,620
| +10% | +$65.6K | 0.01% | 854 |
|
|
2018
Q4 | $524K | Buy |
16,692
+336
| +2% | +$10.5K | ﹤0.01% | 906 |
|
|
2018
Q3 | $614K | Sell |
16,356
-48
| -0.3% | -$1.8K | ﹤0.01% | 918 |
|
|
2018
Q2 | $562K | Sell |
16,404
-114
| -0.7% | -$3.91K | ﹤0.01% | 918 |
|
|
2018
Q1 | $500K | Buy |
16,518
+186
| +1% | +$5.63K | ﹤0.01% | 957 |
|
|
2017
Q4 | $400K | Buy |
16,332
+7,278
| +80% | +$178K | ﹤0.01% | 1026 |
|
|
2017
Q3 | $217K | Sell |
9,054
-108
| -1% | -$2.59K | ﹤0.01% | 1210 |
|
|
2017
Q2 | $204K | Buy |
+9,162
| New | +$204K | ﹤0.01% | 1203 |
|