VFA
Values First Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Buy |
1,839
+372
| +25% | +$76.1K | 0.2% | 128 |
|
|
2025
Q1 | $251K | Sell |
1,467
-170
| -10% | -$29.1K | 0.15% | 149 |
|
|
2024
Q4 | $298K | Buy |
1,637
+409
| +33% | +$74.4K | 0.16% | 141 |
|
|
2024
Q3 | $420K | Buy |
1,228
+213
| +21% | +$72.8K | 0.23% | 101 |
|
|
2024
Q2 | $344K | Sell |
1,015
-1,110
| -52% | -$376K | 0.21% | 109 |
|
|
2024
Q1 | $604K | Sell |
2,125
-3,026
| -59% | -$860K | 0.35% | 81 |
|
|
2023
Q4 | $1.52M | Sell |
5,151
-85
| -2% | -$25.1K | 0.92% | 34 |
|
|
2023
Q3 | $1.23M | Sell |
5,236
-743
| -12% | -$174K | 0.79% | 40 |
|
|
2023
Q2 | $1.53M | Sell |
5,979
-2,348
| -28% | -$600K | 0.92% | 35 |
|
|
2023
Q1 | $1.66M | Buy |
8,327
+1,918
| +30% | +$383K | 1.06% | 26 |
|
|
2022
Q4 | $894K | Sell |
6,409
-284
| -4% | -$39.6K | 0.62% | 48 |
|
|
2022
Q3 | $1.1M | Buy |
6,693
+4,596
| +219% | +$753K | 0.79% | 44 |
|
|
2022
Q2 | $1.04M | Buy |
2,097
+366
| +21% | +$181K | 0.74% | 46 |
|
|
2022
Q1 | $1.08M | Sell |
1,731
-181
| -9% | -$113K | 0.68% | 48 |
|
|
2021
Q4 | $1.07M | Sell |
1,912
-95
| -5% | -$52.9K | 0.63% | 53 |
|
|
2021
Q3 | $961K | Buy |
2,007
+72
| +4% | +$34.5K | 0.62% | 53 |
|
|
2021
Q2 | $718K | Buy |
1,935
+229
| +13% | +$85K | 0.49% | 75 |
|
|
2021
Q1 | $549K | Sell |
1,706
-5
| -0.3% | -$1.61K | 0.41% | 82 |
|
|
2020
Q4 | $608K | Sell |
1,711
-186
| -10% | -$66.1K | 0.48% | 72 |
|
|
2020
Q3 | $464K | Sell |
1,897
-149
| -7% | -$36.4K | 0.43% | 83 |
|
|
2020
Q2 | $470K | Sell |
2,046
-145
| -7% | -$33.3K | 0.47% | 75 |
|
|
2020
Q1 | $359K | Buy |
2,191
+164
| +8% | +$26.9K | 0.43% | 72 |
|
|
2019
Q4 | $469K | Buy |
+2,027
| New | +$469K | 0.45% | 74 |
|