Bank of Marin’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 | $645K | Buy |
3,154
+188
| +6% | +$38.5K | 0.49% | 67 |
|
|
2025
Q1 | $506K | Buy |
2,966
+202
| +7% | +$34.5K | 0.64% | 45 |
|
|
2024
Q4 | $503K | Sell |
2,764
-84
| -3% | -$15.3K | 0.4% | 76 |
|
|
2024
Q3 | $487K | Sell |
2,848
-682
| -19% | -$117K | 0.39% | 82 |
|
|
2024
Q2 | $598K | Hold |
3,530
| – | – | 0.51% | 59 |
|
|
2024
Q1 | $501K | Buy |
3,530
+1,850
| +110% | +$263K | 0.44% | 76 |
|
|
2023
Q4 | $248K | Sell |
1,680
-256
| -13% | -$37.7K | 0.22% | 110 |
|
|
2023
Q3 | $227K | Sell |
1,936
-2,336
| -55% | -$274K | 0.22% | 112 |
|
|
2023
Q2 | $546K | Sell |
4,272
-2,764
| -39% | -$353K | 0.51% | 68 |
|
|
2023
Q1 | $703K | Sell |
7,036
-628
| -8% | -$62.7K | 0.67% | 54 |
|
|
2022
Q4 | $535K | Sell |
7,664
-2,590
| -25% | -$181K | 0.5% | 71 |
|
|
2022
Q3 | $840K | Sell |
10,254
-234
| -2% | -$19.2K | 0.83% | 41 |
|
|
2022
Q2 | $863K | Buy |
10,488
+1,326
| +14% | +$109K | 0.76% | 46 |
|
|
2022
Q1 | $951K | Sell |
9,162
-2,208
| -19% | -$229K | 0.69% | 47 |
|
|
2021
Q4 | $1.06M | Sell |
11,370
-150
| -1% | -$13.9K | 0.7% | 49 |
|
|
2021
Q3 | $920K | Hold |
11,520
| – | – | 0.67% | 54 |
|
|
2021
Q2 | $712K | Buy |
11,520
+90
| +0.8% | +$5.56K | 0.52% | 69 |
|
|
2021
Q1 | $614K | Sell |
11,430
-2,646
| -19% | -$142K | 0.49% | 75 |
|
|
2020
Q4 | $834K | Buy |
14,076
+192
| +1% | +$11.4K | 0.7% | 47 |
|
|
2020
Q3 | $566K | Buy |
13,884
+4,020
| +41% | +$164K | 0.58% | 60 |
|
|
2020
Q2 | $378K | Hold |
9,864
| – | – | 0.43% | 81 |
|
|
2020
Q1 | $270K | Buy |
+9,864
| New | +$270K | 0.37% | 94 |
|