Allen Investment Management’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 | $37.7M | Sell |
184,202
-12,516
| -6% | -$2.56M | 0.41% | 43 |
|
|
2025
Q1 | $33.6M | Sell |
196,718
-3,829
| -2% | -$653K | 0.39% | 41 |
|
|
2024
Q4 | $36.5M | Sell |
200,547
-7,151
| -3% | -$1.3M | 0.42% | 38 |
|
|
2024
Q3 | $35.5M | Sell |
207,698
-4,780
| -2% | -$817K | 0.42% | 33 |
|
|
2024
Q2 | $36.1M | Sell |
212,478
-98
| -0% | -$16.6K | 0.44% | 31 |
|
|
2024
Q1 | $30.2M | Hold |
212,576
| – | – | 0.38% | 36 |
|
|
2023
Q4 | $31.4M | Sell |
212,576
-23,000
| -10% | -$3.39M | 0.42% | 35 |
|
|
2023
Q3 | $27.6M | Buy |
235,576
+52,942
| +29% | +$6.21M | 0.4% | 33 |
|
|
2023
Q2 | $23.3M | Sell |
182,634
-8,544
| -4% | -$1.09M | 0.34% | 35 |
|
|
2023
Q1 | $19.1M | Buy |
191,178
+160,338
| +520% | +$16M | 0.32% | 42 |
|
|
2022
Q4 | $2.15M | Hold |
30,840
| – | – | 0.03% | 94 |
|
|
2022
Q3 | $2.53M | Hold |
30,840
| – | – | 0.04% | 96 |
|
|
2022
Q2 | $2.54M | Hold |
30,840
| – | – | 0.04% | 95 |
|
|
2022
Q1 | $3.2M | Hold |
30,840
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $2.86M | Hold |
30,840
| – | – | 0.04% | 103 |
|
|
2021
Q3 | $2.46M | Hold |
30,840
| – | – | 0.03% | 89 |
|
|
2021
Q2 | $1.91M | Hold |
30,840
| – | – | 0.03% | 96 |
|
|
2021
Q1 | $1.66M | Hold |
30,840
| – | – | 0.03% | 100 |
|
|
2020
Q4 | $1.83M | Hold |
30,840
| – | – | 0.03% | 92 |
|
|
2020
Q3 | $1.26M | Hold |
30,840
| – | – | 0.02% | 94 |
|
|
2020
Q2 | $1.18M | Hold |
30,840
| – | – | 0.02% | 97 |
|
|
2020
Q1 | $843K | Hold |
30,840
| – | – | 0.03% | 100 |
|
|
2019
Q4 | $1.19M | Buy |
30,840
+138
| +0.4% | +$5.32K | 0.03% | 97 |
|
|
2019
Q3 | $1.04M | Hold |
30,702
| – | – | 0.03% | 106 |
|
|
2019
Q2 | $1.04M | Sell |
30,702
-58,128
| -65% | -$1.97M | 0.03% | 108 |
|
|
2019
Q1 | $3.6M | Buy |
88,830
+540
| +0.6% | +$21.9K | 0.11% | 76 |
|
|
2018
Q4 | $2.77M | Hold |
88,290
| – | – | 0.11% | 68 |
|
|
2018
Q3 | $3.32M | Hold |
88,290
| – | – | 0.11% | 70 |
|
|
2018
Q2 | $3.02M | Hold |
88,290
| – | – | 0.12% | 66 |
|
|
2018
Q1 | $2.67M | Buy |
88,290
+58,014
| +192% | +$1.76M | 0.11% | 67 |
|
|
2017
Q4 | $731K | Hold |
30,276
| – | – | 0.03% | 111 |
|
|
2017
Q3 | $727K | Hold |
30,276
| – | – | 0.03% | 126 |
|
|
2017
Q2 | $675K | Hold |
30,276
| – | – | 0.03% | 134 |
|
|
2017
Q1 | $569K | Sell |
30,276
-94,608
| -76% | -$1.78M | 0.03% | 135 |
|
|
2016
Q4 | $2.6M | Hold |
124,884
| – | – | 0.16% | 61 |
|
|
2016
Q3 | $3.32M | Sell |
124,884
-7,998
| -6% | -$212K | 0.21% | 51 |
|
|
2016
Q2 | $2.72M | Hold |
132,882
| – | – | 0.19% | 56 |
|
|
2016
Q1 | $3.61M | Hold |
132,882
| – | – | 0.28% | 44 |
|
|
2015
Q4 | $3.9M | Sell |
132,882
-4,878
| -4% | -$143K | 0.33% | 47 |
|
|
2015
Q3 | $3.95M | Sell |
137,760
-1,578
| -1% | -$45.2K | 0.38% | 43 |
|
|
2015
Q2 | $4.06M | Sell |
139,338
-60
| -0% | -$1.75K | 0.39% | 42 |
|
|
2015
Q1 | $3.39M | Sell |
139,398
-23,634
| -14% | -$575K | 0.25% | 63 |
|
|
2014
Q4 | $3.33M | Sell |
163,032
-12,300
| -7% | -$251K | 0.25% | 60 |
|
|
2014
Q3 | $2.87M | Buy |
+175,332
| New | +$2.87M | 0.24% | 60 |
|