Ardevora Asset 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
2023
Q1
Sell
-6,000
Closed -$419K 135
2022
Q4
$419K Sell
6,000
-307,600
-98% -$21.5M 0.01% 132
2022
Q3
$25.7M Sell
313,600
-367,400
-54% -$30.1M 0.46% 97
2022
Q2
$56.1M Buy
681,000
+14,400
+2% +$1.19M 0.92% 25
2022
Q1
$69.2M Sell
666,600
-225,600
-25% -$23.4M 0.9% 29
2021
Q4
$82.8M Buy
+892,200
New +$82.8M 0.88% 16