Legacy Wealth Management, LLC / Ms Palo Alto Networks Inc Transaction History

Legacy Wealth Management, LLC / Ms

  • $332 Billion
  • Q3 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 40,746 shares of PANW stock, worth $8.97 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
40,746
Previous 46,165 11.74%
Holding current value
$8.97 Million
Previous $9.45 Billion 12.18%
% of portfolio
2.5%
Previous 2.87%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$167.06 - $208.19 $905,298 - $1.13 Million
-5,419 Reduced 11.74%
40,746 $8.3 Billion
Q2 2025

Jul 01, 2025
SELL
$152.44 - $204.64 $258,995 - $347,683
-1,699 Reduced 3.55%
46,165 $9.45 Billion
Q1 2025

Apr 02, 2025
BUY
$167.82 - $208.28 $155,065 - $192,450
924 Added 1.97%
47,864 $8.17 Billion
Q4 2024

Jan 06, 2025
BUY
$181.96 - $405.9 $4 Million - $8.91 Million
21,958 Added 87.9%
46,940 $8.54 Billion
Q3 2024

Dec 12, 2024
BUY
$294.18 - $368.01 $53,540 - $66,977
182 Added 0.73%
24,982 $8.54 Billion
Q2 2024

Dec 12, 2024
SELL
$265.2 - $340.82 $2,652 - $3,408
-10 Reduced 0.04%
24,800 $8.41 Billion
Q1 2024

Dec 12, 2024
BUY
$261.97 - $376.9 $2.11 Million - $3.03 Million
8,039 Added 47.93%
24,810 $7.05 Billion
Q4 2023

Dec 12, 2024
SELL
$231.71 - $313.86 $23,171 - $31,386
-100 Reduced 0.59%
16,771 $4.95 Billion
Q3 2023

Dec 12, 2024
SELL
$207.57 - $257.88 $13,076 - $16,246
-63 Reduced 0.37%
16,871 $3.96 Billion
Q2 2023

Dec 12, 2024
SELL
$176.89 - $255.51 $17,158 - $24,784
-97 Reduced 0.57%
16,934 $4.33 Billion
Q3 2022

Dec 12, 2024
BUY
$161.57 - $574.15 $1.82 Million - $6.46 Million
11,244 Added 194.3%
17,031 $2.79 Billion
Q1 2022

Dec 12, 2024
BUY
$475.47 - $625.25 $8,558 - $11,254
18 Added 0.31%
5,787 $3.6 Billion
Q4 2021

Dec 12, 2024
BUY
$469.54 - $568.34 $10,799 - $13,071
23 Added 0.4%
5,769 $3.21 Billion
Q3 2021

Dec 12, 2024
BUY
$362.36 - $490.47 $14,132 - $19,128
39 Added 0.68%
5,746 $2.75 Billion
Q2 2021

Dec 12, 2024
SELL
$323.88 - $378.47 $6,477 - $7,569
-20 Reduced 0.35%
5,707 $2.12 Billion
Q1 2021

Dec 12, 2024
BUY
$316.85 - $396.9 $23,763 - $29,767
75 Added 1.33%
5,727 $1.84 Billion
Q4 2020

Dec 12, 2024
SELL
$221.19 - $372.06 $74,762 - $125,756
-338 Reduced 5.64%
5,652 $2.01 Billion
Q3 2020

Dec 12, 2024
SELL
$229.36 - $272.52 $8,027 - $9,538
-35 Reduced 0.58%
5,990 $1.47 Billion
Q2 2020

Dec 12, 2024
BUY
$162.66 - $239.86 $12,199 - $17,989
75 Added 1.26%
6,025 $1.38 Billion
Q1 2020

Dec 12, 2024
BUY
$132.58 - $249.22 $302,017 - $567,723
2,278 Added 62.04%
5,950 $976 Million
Q4 2019

Dec 12, 2024
BUY
$205.0 - $250.28 $752,760 - $919,028
3,672 New
3,672 $849 Million

Others Institutions Holding PANW

# of Institutions
2,767
Shares Held
496M
Call Options Held
17.7M
Put Options Held
27.7M
View Full List

About Palo Alto Networks Inc

PANW Quotes by TradingView
  • Ticker PANW
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 299,214,016
  • Market Cap $65.9B
  • 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 Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms 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 Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email