UCMOK
United Capital Management of KS’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
87,002
-565
| -0.6% | -$116K | 2.79% | 7 |
|
|
2025
Q1 | $14.4M | Buy |
87,567
+5,435
| +7% | +$896K | 2.98% | 9 |
|
|
2024
Q4 | $14.9M | Buy |
82,132
+41,867
| +104% | +$7.62M | 2.72% | 10 |
|
|
2024
Q3 | $13.8M | Sell |
40,265
-853
| -2% | -$292K | 2.99% | 10 |
|
|
2024
Q2 | $13.9M | Buy |
41,118
+25,204
| +158% | +$8.54M | 3.07% | 11 |
|
|
2024
Q1 | $4.52M | Buy |
15,914
+107
| +0.7% | +$30.4K | 1.04% | 34 |
|
|
2023
Q4 | $4.66M | Sell |
15,807
-629
| -4% | -$185K | 1.41% | 28 |
|
|
2023
Q3 | $3.85M | Sell |
16,436
-218
| -1% | -$51.1K | 1.31% | 29 |
|
|
2023
Q2 | $4.26M | Sell |
16,654
-337
| -2% | -$86.1K | 1.36% | 27 |
|
|
2023
Q1 | $3.39M | Sell |
16,991
-1,066
| -6% | -$213K | 1.26% | 34 |
|
|
2022
Q4 | $2.52M | Sell |
18,057
-587
| -3% | -$81.9K | 1.04% | 38 |
|
|
2022
Q3 | $3.05M | Buy |
18,644
+12,329
| +195% | +$2.02M | 1.43% | 31 |
|
|
2022
Q2 | $3.12M | Sell |
6,315
-283
| -4% | -$140K | 1.47% | 33 |
|
|
2022
Q1 | $4.11M | Sell |
6,598
-414
| -6% | -$258K | 1.59% | 29 |
|
|
2021
Q4 | $3.9M | Buy |
7,012
+61
| +0.9% | +$34K | 1.46% | 30 |
|
|
2021
Q3 | $3.33M | Sell |
6,951
-91
| -1% | -$43.6K | 1.36% | 32 |
|
|
2021
Q2 | $2.61M | Buy |
7,042
+178
| +3% | +$66K | 1.07% | 40 |
|
|
2021
Q1 | $2.21M | Buy |
6,864
+258
| +4% | +$83.1K | 1.02% | 44 |
|
|
2020
Q4 | $2.35M | Buy |
6,606
+166
| +3% | +$59K | 1.07% | 40 |
|
|
2020
Q3 | $1.58M | Buy |
6,440
+325
| +5% | +$79.5K | 0.83% | 45 |
|
|
2020
Q2 | $1.4M | Buy |
6,115
+596
| +11% | +$137K | 0.82% | 44 |
|
|
2020
Q1 | $905K | Buy |
5,519
+2,333
| +73% | +$383K | 0.76% | 42 |
|
|
2019
Q4 | $737K | Buy |
+3,186
| New | +$737K | 0.47% | 66 |
|