United Capital Financial Advisors’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
Q2 | $8.26M | Buy |
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|
2025
Q1 | $6.84M | Sell |
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|
2024
Q4 | $8.09M | Sell |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $7.28M | Sell |
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|
2024
Q1 | $6.66M | Buy |
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|
2023
Q4 | $6.43M | Buy |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $978K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $734K | Buy |
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|
2019
Q3 | $645K | Sell |
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|
2019
Q2 | $689K | Buy |
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|
2019
Q1 | $741K | Buy |
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|
2018
Q4 | $524K | Buy |
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|
2018
Q3 | $614K | Sell |
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|
2018
Q2 | $562K | Sell |
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|
2018
Q1 | $500K | Buy |
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|
2017
Q4 | $400K | Buy |
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|
2017
Q3 | $217K | Sell |
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|
2017
Q2 | $204K | Buy |
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