Wells Trecaso Financial Group’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 | $14.9M | Sell |
72,985
-122
| -0.2% | -$25K | 4.61% | 6 |
|
|
2025
Q1 | $12.5M | Buy |
73,107
+332
| +0.5% | +$56.7K | 4.16% | 5 |
|
|
2024
Q4 | $13.2M | Sell |
72,775
-1,675
| -2% | -$305K | 4.33% | 6 |
|
|
2024
Q3 | $12.7M | Sell |
74,450
-1,962
| -3% | -$335K | 4.19% | 5 |
|
|
2024
Q2 | $13M | Sell |
76,412
-784
| -1% | -$133K | 4.48% | 5 |
|
|
2024
Q1 | $11M | Buy |
77,196
+760
| +1% | +$108K | 3.87% | 5 |
|
|
2023
Q4 | $11.3M | Sell |
76,436
-640
| -0.8% | -$94.4K | 4.54% | 4 |
|
|
2023
Q3 | $9.03M | Sell |
77,076
-954
| -1% | -$112K | 4.02% | 6 |
|
|
2023
Q2 | $9.97M | Sell |
78,030
-260
| -0.3% | -$33.2K | 4.29% | 4 |
|
|
2023
Q1 | $7.82M | Buy |
78,290
+980
| +1% | +$97.9K | 3.62% | 6 |
|
|
2022
Q4 | $5.39M | Buy |
77,310
+608
| +0.8% | +$42.4K | 2.69% | 15 |
|
|
2022
Q3 | $6.28M | Buy |
76,702
+550
| +0.7% | +$45K | 3.45% | 8 |
|
|
2022
Q2 | $6.27M | Sell |
76,152
-1,026
| -1% | -$84.5K | 3.25% | 8 |
|
|
2022
Q1 | $8.01M | Sell |
77,178
-234
| -0.3% | -$24.3K | 3.57% | 8 |
|
|
2021
Q4 | $7.18M | Sell |
77,412
-204
| -0.3% | -$18.9K | 3.12% | 10 |
|
|
2021
Q3 | $6.2M | Buy |
77,616
+108
| +0.1% | +$8.62K | 2.95% | 11 |
|
|
2021
Q2 | $4.79M | Buy |
77,508
+1,140
| +1% | +$70.5K | 2.3% | 17 |
|
|
2021
Q1 | $4.1M | Sell |
76,368
-90
| -0.1% | -$4.83K | 2.16% | 19 |
|
|
2020
Q4 | $4.53M | Buy |
76,458
+1,428
| +2% | +$84.6K | 2.52% | 15 |
|
|
2020
Q3 | $3.06M | Buy |
75,030
+4,230
| +6% | +$173K | 1.95% | 20 |
|
|
2020
Q2 | $2.71M | Buy |
70,800
+15,426
| +28% | +$590K | 1.87% | 20 |
|
|
2020
Q1 | $1.51M | Buy |
55,374
+4,500
| +9% | +$123K | 1.35% | 23 |
|
|
2019
Q4 | $1.96M | Buy |
50,874
+2,460
| +5% | +$94.8K | 1.42% | 22 |
|
|
2019
Q3 | $1.65M | Buy |
48,414
+2,400
| +5% | +$81.5K | 1.31% | 23 |
|
|
2019
Q2 | $1.56M | Buy |
+46,014
| New | +$1.56M | 1.29% | 25 |
|