A detailed history of Wells Trecaso Financial Group, LLC transactions in Palo Alto Networks Inc stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 37,225 shares of PANW stock, worth $14.8 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
37,225
Previous 38,206 2.57%
Holding current value
$14.8 Million
Previous $13 Million 1.77%
% of portfolio
4.19%
Previous 4.48%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$294.18 - $368.01 $288,590 - $361,017
-981 Reduced 2.57%
37,225 $12.7 Million
Q2 2024

Aug 13, 2024

SELL
$265.2 - $340.82 $103,958 - $133,601
-392 Reduced 1.02%
38,206 $13 Million
Q1 2024

Apr 24, 2024

BUY
$261.97 - $376.9 $99,548 - $143,222
380 Added 0.99%
38,598 $11 Million
Q4 2023

Jan 19, 2024

SELL
$231.71 - $313.86 $74,147 - $100,435
-320 Reduced 0.83%
38,218 $11.3 Million
Q3 2023

Oct 23, 2023

SELL
$207.57 - $257.88 $99,010 - $123,008
-477 Reduced 1.22%
38,538 $9.03 Million
Q2 2023

Jul 20, 2023

SELL
$176.89 - $255.51 $22,995 - $33,216
-130 Reduced 0.33%
39,015 $9.97 Million
Q1 2023

Apr 20, 2023

BUY
$134.19 - $199.74 $65,753 - $97,872
490 Added 1.27%
39,145 $7.82 Million
Q4 2022

Jan 27, 2023

BUY
$137.33 - $178.4 $41,748 - $54,233
304 Added 0.79%
38,655 $0
Q3 2022

Oct 24, 2022

BUY
$161.57 - $574.15 $4.15 Million - $14.7 Million
25,659 Added 202.17%
38,351 $6.28 Million
Q2 2022

Jul 27, 2022

SELL
$436.37 - $629.01 $74,619 - $107,560
-171 Reduced 1.33%
12,692 $6.27 Million
Q1 2022

Apr 14, 2022

SELL
$475.47 - $625.25 $18,543 - $24,384
-39 Reduced 0.3%
12,863 $8.01 Million
Q4 2021

Jan 31, 2022

SELL
$469.54 - $568.34 $15,964 - $19,323
-34 Reduced 0.26%
12,902 $7.18 Million
Q3 2021

Nov 09, 2021

BUY
$362.36 - $490.47 $6,522 - $8,828
18 Added 0.14%
12,936 $6.2 Million
Q2 2021

Jul 29, 2021

BUY
$323.88 - $378.47 $61,537 - $71,909
190 Added 1.49%
12,918 $4.79 Million
Q1 2021

Apr 19, 2021

SELL
$316.85 - $396.9 $4,752 - $5,953
-15 Reduced 0.12%
12,728 $4.1 Million
Q4 2020

Feb 04, 2021

BUY
$221.19 - $372.06 $52,643 - $88,550
238 Added 1.9%
12,743 $4.53 Million
Q3 2020

Oct 26, 2020

BUY
$229.36 - $272.52 $161,698 - $192,126
705 Added 5.97%
12,505 $3.06 Million
Q2 2020

Jul 21, 2020

BUY
$162.66 - $239.86 $418,198 - $616,680
2,571 Added 27.86%
11,800 $2.71 Million
Q1 2020

Apr 17, 2020

BUY
$132.58 - $249.22 $99,435 - $186,915
750 Added 8.85%
9,229 $1.51 Million
Q4 2019

Jan 31, 2020

BUY
$205.0 - $250.28 $84,050 - $102,614
410 Added 5.08%
8,479 $1.96 Million
Q3 2019

Oct 16, 2019

BUY
$198.03 - $227.78 $79,212 - $91,112
400 Added 5.22%
8,069 $1.65 Million
Q2 2019

Jul 22, 2019

BUY
$195.54 - $250.77 $1.5 Million - $1.92 Million
7,669 New
7,669 $1.56 Million

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 $119B
  • 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 Wells Trecaso Financial Group, LLC Portfolio

Follow Wells Trecaso Financial Group, 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 Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.