Valley National Advisers’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 | $89K | Sell |
435
-15
| -3% | -$3.07K | 0.01% | 314 |
|
|
2025
Q1 | $76K | Sell |
450
-6
| -1% | -$1.01K | 0.01% | 330 |
|
|
2024
Q4 | $82K | Buy |
456
+6
| +1% | +$1.08K | 0.01% | 300 |
|
|
2024
Q3 | $76K | Sell |
450
-530
| -54% | -$89.5K | 0.01% | 309 |
|
|
2024
Q2 | $166K | Buy |
980
+124
| +14% | +$21K | 0.02% | 246 |
|
|
2024
Q1 | $121K | Buy |
856
+46
| +6% | +$6.5K | 0.02% | 297 |
|
|
2023
Q4 | $119K | Buy |
810
+432
| +114% | +$63.5K | 0.02% | 291 |
|
|
2023
Q3 | $44K | Buy |
378
+260
| +220% | +$30.3K | 0.01% | 402 |
|
|
2023
Q2 | $16K | Buy |
118
+10
| +9% | +$1.36K | ﹤0.01% | 535 |
|
|
2023
Q1 | $10K | Hold |
108
| – | – | ﹤0.01% | 589 |
|
|
2022
Q4 | $7K | Hold |
108
| – | – | ﹤0.01% | 627 |
|
|
2022
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 597 |
|
|
2022
Q2 | $9K | Hold |
108
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $11K | Hold |
108
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $10K | Buy |
108
+48
| +80% | +$4.44K | ﹤0.01% | 603 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 700 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 636 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 663 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 673 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 644 |
|
|
2019
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 689 |
|
|
2019
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 689 |
|
|
2019
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 656 |
|
|
2018
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 655 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$2K | – | 728 |
|
|
2018
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 574 |
|