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

Legacy Wealth Management, LLC / Ms

$375 Billion
Q4 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 37,564 shares of PANW stock, worth $7.71 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

37,564

Previous 40,746 7.81%

Holding current value

$7.71 Million

Previous $8.3 Billion 16.6%

% of portfolio

1.85%

Previous 2.5%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	SELL	$204.77 - $221.38 $651,578 - $704,431	-3,182 Reduced 7.81%	37,564 $6.92 Billion
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

2,816

Shares Held

521M

Call Options Held

21.9M

Put Options Held

30.2M

View Full List

About Palo Alto Networks Inc

Ticker PANW
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 299,214,016
Market Cap $61.4B
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

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