Valeo Financial Advisors’s Palo Alto Networks PANW Stock Holding History

Valeo Financial Advisors’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.03M	Sell	29,397 -3,370	-10%	-$692K	0.15%	76
2025 Q1	$5.59M	Buy	32,767 +3,357	+11%	+$573K	0.16%	69
2024 Q4	$5.35M	Sell	29,410 -428	-1%	-$77.9K	0.15%	71
2024 Q3	$5.1M	Buy	29,838 +1,760	+6%	+$301K	0.15%	73
2024 Q2	$4.76M	Buy	28,078 +2,498	+10%	+$423K	0.15%	71
2024 Q1	$3.76M	Buy	25,580 +13,338	+109%	+$1.96M	0.13%	81
2023 Q4	$1.8M	Sell	12,242 -442	-3%	-$65.2K	0.07%	144
2023 Q3	$1.49M	Buy	12,684 +2,750	+28%	+$322K	0.07%	154
2023 Q2	$1.27M	Sell	9,934 -928	-9%	-$119K	0.06%	174
2023 Q1	$1.08M	Buy	10,862 +1,710	+19%	+$171K	0.05%	200
2022 Q4	$638K	Sell	9,152 -1,592	-15%	-$111K	0.04%	243
2022 Q3	$880K	Buy	10,744 +2,374	+28%	+$194K	0.06%	184
2022 Q2	$689K	Buy	8,370 +954	+13%	+$78.5K	0.04%	205
2022 Q1	$769K	Buy	7,416 +1,950	+36%	+$202K	0.04%	230
2021 Q4	$507K	Sell	5,466 -1,170	-18%	-$109K	0.03%	295
2021 Q3	$530K	Sell	6,636 -48	-0.7%	-$3.83K	0.03%	272
2021 Q2	$413K	Sell	6,684 -23,934	-78%	-$1.48M	0.03%	283
2021 Q1	$1.64M	Buy	30,618 +1,098	+4%	+$58.9K	0.08%	132
2020 Q4	$1.75M	Buy	29,520 +23,412	+383%	+$1.39M	0.09%	113
2020 Q3	$249K	Buy	6,108 +1,116	+22%	+$45.5K	0.02%	276
2020 Q2	$191K	Buy	4,992 +30	+0.6%	+$1.15K	0.02%	324
2020 Q1	$147K	Buy	4,962 +750	+18%	+$22.2K	0.02%	343
2019 Q4	$162K	Buy	4,212 +900	+27%	+$34.6K	0.02%	357
2019 Q3	$113K	Buy	3,312 +2,412	+268%	+$82.3K	0.01%	408
2019 Q2	$31K	Buy	900 +90	+11%	+$3.1K	﹤0.01%	727
2019 Q1	$33K	Hold	810	–	–	﹤0.01%	649
2018 Q4	$25K	Sell	810 -198	-20%	-$6.11K	﹤0.01%	642
2018 Q3	$31K	Buy	1,008 +174	+21%	+$5.35K	﹤0.01%	645
2018 Q2	$29K	Sell	834 -750	-47%	-$26.1K	﹤0.01%	661
2018 Q1	$48K	Hold	1,584	–	–	0.01%	496
2017 Q4	$38K	Buy	1,584 +84	+6%	+$2.02K	0.01%	525
2017 Q3	$36K	Buy	+1,500	New	+$36K	0.01%	460