Barrett & Company’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 | $377K | Buy |
1,842
+720
| +64% | +$147K | 0.14% | 98 |
|
|
2025
Q1 | $191K | Hold |
1,122
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $204K | Buy |
1,122
+12
| +1% | +$2.18K | 0.09% | 137 |
|
|
2024
Q3 | $190K | Hold |
1,110
| – | – | 0.08% | 141 |
|
|
2024
Q2 | $188K | Sell |
1,110
-1,050
| -49% | -$178K | 0.09% | 135 |
|
|
2024
Q1 | $307K | Sell |
2,160
-256
| -11% | -$36.4K | 0.15% | 102 |
|
|
2023
Q4 | $356K | Buy |
2,416
+376
| +18% | +$55.4K | 0.19% | 90 |
|
|
2023
Q3 | $239K | Buy |
2,040
+10
| +0.5% | +$1.17K | 0.14% | 108 |
|
|
2023
Q2 | $259K | Hold |
2,030
| – | – | 0.15% | 107 |
|
|
2023
Q1 | $203K | Buy |
+2,030
| New | +$203K | 0.13% | 126 |
|