BBR Partners’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 | $861K | Sell |
4,206
-2
| -0% | -$409 | 0.05% | 111 |
|
|
2025
Q1 | $718K | Hold |
4,208
| – | – | 0.05% | 113 |
|
|
2024
Q4 | $766K | Buy |
4,208
+1,358
| +48% | +$247K | 0.05% | 113 |
|
|
2024
Q3 | $487K | Hold |
2,850
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $483K | Sell |
2,850
-3,470
| -55% | -$588K | 0.04% | 113 |
|
|
2024
Q1 | $898K | Buy |
6,320
+3,254
| +106% | +$462K | 0.07% | 95 |
|
|
2023
Q4 | $452K | Buy |
+3,066
| New | +$452K | 0.05% | 109 |
|
|
2023
Q1 | – | Sell |
-8,710
| Closed | -$608K | – | 182 |
|
|
2022
Q4 | $608K | Sell |
8,710
-1,694
| -16% | -$118K | 0.07% | 94 |
|
|
2022
Q3 | $852K | Hold |
10,404
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $856K | Buy |
+10,404
| New | +$856K | 0.1% | 94 |
|
|
2018
Q2 | – | Sell |
-7,116
| Closed | -$215K | – | 102 |
|
|
2018
Q1 | $215K | Buy |
+7,116
| New | +$215K | 0.04% | 84 |
|