Waldron Private Wealth’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Sell |
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|
2025
Q1 | $5.92M | Sell |
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|
2024
Q4 | $6.59M | Buy |
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|
2024
Q3 | $6.17M | Buy |
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|
2024
Q2 | $6.03M | Buy |
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|
2024
Q1 | $5.04M | Buy |
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|
2023
Q4 | $5.22M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $4.47M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $2.85M | Hold |
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|
2022
Q3 | $2.85M | Buy |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $3.57M | Buy |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $2.21M | Sell |
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|
2021
Q1 | $1.92M | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $988K | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.18M | Hold |
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|
2019
Q1 | $1.41M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1.27M | Hold |
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|
2018
Q1 | $1.12M | Hold |
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|
2017
Q4 | $897K | Hold |
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|
2017
Q3 | $892K | Sell |
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|
2017
Q2 | $838K | Sell |
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $783K | Sell |
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|
2016
Q3 | $2M | Sell |
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|
2016
Q2 | $1.77M | Sell |
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|
2016
Q1 | $2.05M | Sell |
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|
2015
Q4 | $2.15M | Buy |
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|
2015
Q3 | $2.16M | Buy |
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|
2015
Q2 | $2.19M | Hold |
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|
2015
Q1 | $1.83M | Sell |
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|
2014
Q4 | $1.79M | Hold |
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|
2014
Q3 | $1.43M | Buy |
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|
2014
Q2 | $1.21M | Hold |
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|
2014
Q1 | $988K | Buy |
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|
2013
Q4 | $709K | Buy |
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