Badgley Phelps Wealth Managers’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 | $34.6M | Sell |
169,270
-476
| -0.3% | -$97.4K | 0.77% | 33 |
|
|
2025
Q1 | $29M | Sell |
169,746
-2,474
| -1% | -$422K | 0.7% | 40 |
|
|
2024
Q4 | $31.3M | Sell |
172,220
-15,892
| -8% | -$2.89M | 0.73% | 36 |
|
|
2024
Q3 | $32.1M | Sell |
188,112
-3,974
| -2% | -$679K | 0.75% | 34 |
|
|
2024
Q2 | $32.6M | Sell |
192,086
-9,604
| -5% | -$1.63M | 0.81% | 33 |
|
|
2024
Q1 | $28.7M | Sell |
201,690
-4,072
| -2% | -$578K | 0.72% | 39 |
|
|
2023
Q4 | $30.3M | Buy |
205,762
+28,658
| +16% | +$4.23M | 0.83% | 36 |
|
|
2023
Q3 | $20.8M | Sell |
177,104
-56,604
| -24% | -$6.64M | 0.71% | 44 |
|
|
2023
Q2 | $29.9M | Sell |
233,708
-2,104
| -0.9% | -$269K | 0.99% | 31 |
|
|
2023
Q1 | $23.6M | Buy |
235,812
+6,260
| +3% | +$625K | 0.87% | 35 |
|
|
2022
Q4 | $16M | Buy |
229,552
+772
| +0.3% | +$53.9K | 0.64% | 55 |
|
|
2022
Q3 | $18.7M | Buy |
228,780
+2,148
| +0.9% | +$176K | 0.8% | 36 |
|
|
2022
Q2 | $18.7M | Sell |
226,632
-1,968
| -0.9% | -$162K | 0.77% | 43 |
|
|
2022
Q1 | $23.7M | Sell |
228,600
-2,100
| -0.9% | -$218K | 0.83% | 41 |
|
|
2021
Q4 | $21.4M | Buy |
230,700
+3,036
| +1% | +$282K | 0.7% | 50 |
|
|
2021
Q3 | $18.2M | Buy |
+227,664
| New | +$18.2M | 0.66% | 51 |
|