A detailed history of Capital Planning Advisors, LLC transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 5,926 shares of PANW stock, worth $1.09 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,926
Previous 2,964 99.93%
Holding current value
$1.09 Million
Previous $1.01 Million 6.42%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$181.96 - $405.9 $538,965 - $1.2 Million
2,962 Added 99.93%
5,926 $1.08 Million
Q3 2024

Nov 12, 2024

SELL
$294.18 - $368.01 $25,299 - $31,648
-86 Reduced 2.82%
2,964 $1.01 Million
Q2 2024

Aug 12, 2024

SELL
$265.2 - $340.82 $59,139 - $76,002
-223 Reduced 6.81%
3,050 $1.03 Million
Q1 2024

May 15, 2024

SELL
$261.97 - $376.9 $26,458 - $38,066
-101 Reduced 2.99%
3,273 $929,000
Q2 2023

Aug 01, 2023

BUY
$176.89 - $255.51 $372,176 - $537,593
2,104 Added 165.67%
3,374 $862,000
Q1 2023

May 15, 2023

SELL
$134.19 - $199.74 $66,289 - $98,671
-494 Reduced 28.0%
1,270 $253,000
Q4 2022

Feb 09, 2023

BUY
$137.33 - $178.4 $242,250 - $314,697
1,764 New
1,764 $246,000

Others Institutions Holding PANW

About Palo Alto Networks Inc


  • Ticker PANW
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 299,214,016
  • Market Cap $55.2B
  • Description
  • Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; a...
More about PANW
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.