YHB Investment Advisors’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 | $8.87M | Buy |
43,361
+1,826
| +4% | +$374K | 0.68% | 38 |
|
|
2025
Q1 | $7.09M | Buy |
41,535
+2,223
| +6% | +$379K | 0.59% | 44 |
|
|
2024
Q4 | $7.15M | Buy |
39,312
+2,538
| +7% | +$462K | 0.59% | 42 |
|
|
2024
Q3 | $6.28M | Buy |
36,774
+1,614
| +5% | +$276K | 0.52% | 48 |
|
|
2024
Q2 | $5.96M | Buy |
35,160
+1,264
| +4% | +$214K | 0.51% | 48 |
|
|
2024
Q1 | $4.82M | Buy |
33,896
+1,544
| +5% | +$219K | 0.43% | 63 |
|
|
2023
Q4 | $4.77M | Sell |
32,352
-954
| -3% | -$141K | 0.46% | 59 |
|
|
2023
Q3 | $3.9M | Buy |
33,306
+2,404
| +8% | +$282K | 0.36% | 78 |
|
|
2023
Q2 | $3.95M | Buy |
30,902
+28,594
| +1,239% | +$3.65M | 0.37% | 75 |
|
|
2023
Q1 | $231K | Buy |
+2,308
| New | +$231K | 0.02% | 263 |
|
|
2022
Q2 | – | Sell |
-2,016
| Closed | -$209K | – | 290 |
|
|
2022
Q1 | $209K | Buy |
+2,016
| New | +$209K | 0.02% | 290 |
|