Vestmark Advisory Solutions’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 | $4.52M | Sell |
22,110
-14,756
| -40% | -$3.02M | 0.07% | 226 |
|
2025
Q1 | $6.29M | Buy |
36,866
+18,102
| +96% | +$3.09M | 0.16% | 167 |
|
2024
Q4 | $3.41M | Buy |
18,764
+802
| +4% | +$146K | 0.12% | 185 |
|
2024
Q3 | $3.07M | Buy |
17,962
+14,264
| +386% | +$2.44M | 0.11% | 192 |
|
2024
Q2 | $627K | Sell |
3,698
-328
| -8% | -$55.6K | 0.03% | 368 |
|
2024
Q1 | $572K | Sell |
4,026
-114
| -3% | -$16.2K | 0.02% | 374 |
|
2023
Q4 | $610K | Buy |
4,140
+104
| +3% | +$15.3K | 0.03% | 326 |
|
2023
Q3 | $473K | Sell |
4,036
-18,172
| -82% | -$2.13M | 0.03% | 301 |
|
2023
Q2 | $2.84M | Buy |
22,208
+3,104
| +16% | +$397K | 0.11% | 248 |
|
2023
Q1 | $1.91M | Buy |
19,104
+154
| +0.8% | +$15.4K | 0.08% | 310 |
|
2022
Q4 | $1.32M | Sell |
18,950
-5,574
| -23% | -$389K | 0.06% | 350 |
|
2022
Q3 | $2.01M | Buy |
24,524
+80
| +0.3% | +$6.55K | 0.11% | 255 |
|
2022
Q2 | $2.01M | Sell |
24,444
-588
| -2% | -$48.4K | 0.11% | 239 |
|
2022
Q1 | $2.6M | Buy |
25,032
+3,702
| +17% | +$384K | 0.15% | 173 |
|
2021
Q4 | $1.98M | Buy |
21,330
+1,116
| +6% | +$104K | 0.11% | 234 |
|
2021
Q3 | $1.61M | Buy |
20,214
+1,350
| +7% | +$108K | 0.11% | 239 |
|
2021
Q2 | $1.17M | Sell |
18,864
-720
| -4% | -$44.5K | 0.08% | 289 |
|
2021
Q1 | $1.05M | Sell |
19,584
-420
| -2% | -$22.5K | 0.09% | 279 |
|
2020
Q4 | $1.19M | Buy |
20,004
+996
| +5% | +$59K | 0.13% | 212 |
|
2020
Q3 | $775K | Buy |
19,008
+1,680
| +10% | +$68.5K | 0.1% | 254 |
|
2020
Q2 | $663K | Buy |
17,328
+3,078
| +22% | +$118K | 0.1% | 252 |
|
2020
Q1 | $389K | Buy |
+14,250
| New | +$389K | 0.08% | 308 |
|
2019
Q4 | – | Sell |
-17,076
| Closed | -$580K | – | 454 |
|
2019
Q3 | $580K | Buy |
17,076
+3,174
| +23% | +$108K | 0.09% | 261 |
|
2019
Q2 | $472K | Buy |
13,902
+1,194
| +9% | +$40.5K | 0.08% | 293 |
|
2019
Q1 | $514K | Buy |
+12,708
| New | +$514K | 0.09% | 273 |
|