Baldwin 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 | $4.27M | Buy |
20,845
+1,815
| +10% | +$371K | 0.52% | 27 |
|
|
2025
Q1 | $3.25M | Buy |
19,030
+2,919
| +18% | +$498K | 0.39% | 32 |
|
|
2024
Q4 | $2.93M | Buy |
16,111
+57
| +0.4% | +$10.4K | 0.38% | 37 |
|
|
2024
Q3 | $2.74M | Buy |
16,054
+166
| +1% | +$28.4K | 0.34% | 43 |
|
|
2024
Q2 | $2.69M | Sell |
15,888
-936
| -6% | -$159K | 0.37% | 41 |
|
|
2024
Q1 | $2.39M | Buy |
16,824
+1,646
| +11% | +$234K | 0.32% | 47 |
|
|
2023
Q4 | $2.24M | Buy |
15,178
+590
| +4% | +$87K | 0.35% | 48 |
|
|
2023
Q3 | $1.71M | Sell |
14,588
-546
| -4% | -$64K | 0.29% | 62 |
|
|
2023
Q2 | $1.93M | Buy |
15,134
+620
| +4% | +$79.2K | 0.32% | 53 |
|
|
2023
Q1 | $1.45M | Buy |
+14,514
| New | +$1.45M | 0.26% | 66 |
|
|
2022
Q3 | – | Sell |
-3,468
| Closed | -$285 | – | 210 |
|
|
2022
Q2 | $285 | Buy |
3,468
+360
| +12% | +$30 | 0.05% | 188 |
|
|
2022
Q1 | $322 | Buy |
+3,108
| New | +$322 | 0.05% | 194 |
|