Bayesian Capital 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 | – | Sell |
-1,600
| Closed | -$273K | – | 787 |
|
|
2025
Q1 | $273K | Buy |
+1,600
| New | +$273K | 0.05% | 410 |
|
|
2024
Q4 | – | Sell |
-27,000
| Closed | -$4.61M | – | 907 |
|
|
2024
Q3 | $4.61M | Buy |
+27,000
| New | +$4.61M | 0.54% | 31 |
|
|
2023
Q4 | – | Sell |
-170,670
| Closed | -$20M | – | 965 |
|
|
2023
Q3 | $20M | Buy |
170,670
+68,600
| +67% | +$8.04M | 2.28% | 2 |
|
|
2023
Q2 | $13M | Buy |
+102,070
| New | +$13M | 1.4% | 4 |
|
|
2022
Q4 | – | Sell |
-64,316
| Closed | -$5.27M | – | 969 |
|
|
2022
Q3 | $5.27M | Buy |
64,316
+35,594
| +124% | +$2.91M | 1.07% | 7 |
|
|
2022
Q2 | $2.36M | Buy |
28,722
+1,668
| +6% | +$137K | 0.44% | 26 |
|
|
2022
Q1 | $2.81M | Buy |
27,054
+10,254
| +61% | +$1.06M | 0.42% | 35 |
|
|
2021
Q4 | $1.56M | Buy |
+16,800
| New | +$1.56M | 0.49% | 44 |
|
|
2019
Q4 | – | Sell |
-16,800
| Closed | -$571K | – | 711 |
|
|
2019
Q3 | $571K | Buy |
16,800
+1,800
| +12% | +$61.2K | 0.11% | 248 |
|
|
2019
Q2 | $509K | Sell |
15,000
-102,600
| -87% | -$3.48M | 0.11% | 261 |
|
|
2019
Q1 | $4.76M | Buy |
117,600
+60,600
| +106% | +$2.45M | 0.91% | 12 |
|
|
2018
Q4 | $1.79M | Sell |
57,000
-17,400
| -23% | -$546K | 0.37% | 53 |
|
|
2018
Q3 | $2.79M | Buy |
74,400
+19,800
| +36% | +$743K | 0.46% | 50 |
|
|
2018
Q2 | $1.87M | Buy |
54,600
+30,438
| +126% | +$1.04M | 0.42% | 55 |
|
|
2018
Q1 | $731K | Sell |
24,162
-74,838
| -76% | -$2.26M | 0.19% | 174 |
|
|
2017
Q4 | $2.39M | Sell |
99,000
-7,800
| -7% | -$188K | 0.49% | 34 |
|
|
2017
Q3 | $2.57M | Buy |
106,800
+66,600
| +166% | +$1.6M | 0.61% | 23 |
|
|
2017
Q2 | $897K | Buy |
+40,200
| New | +$897K | 0.33% | 94 |
|