WhitTier Trust Company’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 | $2.37M | Sell |
11,577
-14
| -0.1% | -$2.87K | 0.05% | 229 |
|
|
2025
Q1 | $1.98M | Sell |
11,591
-70
| -0.6% | -$11.9K | 0.05% | 233 |
|
|
2024
Q4 | $2.12M | Sell |
11,661
-345
| -3% | -$62.8K | 0.05% | 228 |
|
|
2024
Q3 | $2.05M | Buy |
12,006
+314
| +3% | +$53.7K | 0.05% | 231 |
|
|
2024
Q2 | $1.98M | Buy |
11,692
+172
| +1% | +$29.2K | 0.06% | 216 |
|
|
2024
Q1 | $1.64M | Sell |
11,520
-80
| -0.7% | -$11.4K | 0.05% | 239 |
|
|
2023
Q4 | $1.71M | Sell |
11,600
-310
| -3% | -$45.7K | 0.05% | 229 |
|
|
2023
Q3 | $1.4M | Sell |
11,910
-190
| -2% | -$22.3K | 0.05% | 247 |
|
|
2023
Q2 | $1.55M | Sell |
12,100
-22
| -0.2% | -$2.81K | 0.05% | 244 |
|
|
2023
Q1 | $1.21M | Buy |
12,122
+498
| +4% | +$49.7K | 0.04% | 254 |
|
|
2022
Q4 | $811K | Sell |
11,624
-294
| -2% | -$20.5K | 0.03% | 299 |
|
|
2022
Q3 | $976K | Sell |
11,918
-5,080
| -30% | -$416K | 0.04% | 272 |
|
|
2022
Q2 | $1.4M | Buy |
16,998
+546
| +3% | +$44.9K | 0.06% | 239 |
|
|
2022
Q1 | $1.71M | Hold |
16,452
| – | – | 0.06% | 229 |
|
|
2021
Q4 | $1.53M | Buy |
16,452
+942
| +6% | +$87.4K | 0.06% | 237 |
|
|
2021
Q3 | $1.24M | Buy |
15,510
+162
| +1% | +$12.9K | 0.05% | 247 |
|
|
2021
Q2 | $949K | Hold |
15,348
| – | – | 0.04% | 273 |
|
|
2021
Q1 | $824K | Sell |
15,348
-846
| -5% | -$45.4K | 0.04% | 277 |
|
|
2020
Q4 | $959K | Sell |
16,194
-1,356
| -8% | -$80.3K | 0.05% | 249 |
|
|
2020
Q3 | $716K | Hold |
17,550
| – | – | 0.04% | 258 |
|
|
2020
Q2 | $672K | Hold |
17,550
| – | – | 0.04% | 255 |
|
|
2020
Q1 | $480K | Hold |
17,550
| – | – | 0.04% | 275 |
|
|
2019
Q4 | $676K | Hold |
17,550
| – | – | 0.04% | 268 |
|
|
2019
Q3 | $596K | Hold |
17,550
| – | – | 0.04% | 269 |
|
|
2019
Q2 | $596K | Hold |
17,550
| – | – | 0.04% | 265 |
|
|
2019
Q1 | $710K | Hold |
17,550
| – | – | 0.05% | 237 |
|
|
2018
Q4 | $551K | Sell |
17,550
-5,100
| -23% | -$160K | 0.05% | 249 |
|
|
2018
Q3 | $850K | Hold |
22,650
| – | – | 0.06% | 203 |
|
|
2018
Q2 | $776K | Hold |
22,650
| – | – | 0.06% | 214 |
|
|
2018
Q1 | $685K | Sell |
22,650
-600
| -3% | -$18.1K | 0.06% | 230 |
|
|
2017
Q4 | $562K | Sell |
23,250
-600
| -3% | -$14.5K | 0.05% | 244 |
|
|
2017
Q3 | $573K | Hold |
23,850
| – | – | 0.05% | 239 |
|
|
2017
Q2 | $532K | Hold |
23,850
| – | – | 0.05% | 243 |
|
|
2017
Q1 | $448K | Hold |
23,850
| – | – | 0.04% | 261 |
|
|
2016
Q4 | $497K | Sell |
23,850
-6,750
| -22% | -$141K | 0.05% | 233 |
|
|
2016
Q3 | $813K | Sell |
30,600
-618
| -2% | -$16.4K | 0.09% | 191 |
|
|
2016
Q2 | $638K | Sell |
31,218
-312
| -1% | -$6.38K | 0.07% | 217 |
|
|
2016
Q1 | $857K | Hold |
31,530
| – | – | 0.1% | 188 |
|
|
2015
Q4 | $926K | Hold |
31,530
| – | – | 0.11% | 181 |
|
|
2015
Q3 | $904K | Sell |
31,530
-1,800
| -5% | -$51.6K | 0.11% | 180 |
|
|
2015
Q2 | $970K | Hold |
33,330
| – | – | 0.11% | 195 |
|
|
2015
Q1 | $811K | Sell |
33,330
-6,000
| -15% | -$146K | 0.09% | 209 |
|
|
2014
Q4 | $803K | Hold |
39,330
| – | – | 0.09% | 213 |
|
|
2014
Q3 | $643K | Hold |
39,330
| – | – | 0.07% | 228 |
|
|
2014
Q2 | $550K | Sell |
39,330
-288
| -0.7% | -$4.03K | 0.06% | 242 |
|
|
2014
Q1 | $453K | Buy |
39,618
+5,418
| +16% | +$62K | 0.05% | 249 |
|
|
2013
Q4 | $328K | Buy |
+34,200
| New | +$328K | 0.04% | 276 |
|