Bedell Frazier Investment Counselling’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 | $883K | Buy |
4,317
+841
| +24% | +$172K | 0.22% | 66 |
|
|
2025
Q1 | $593K | Sell |
3,476
-346
| -9% | -$59K | 0.15% | 65 |
|
|
2024
Q4 | $695K | Buy |
3,822
+4
| +0.1% | +$728 | 0.17% | 70 |
|
|
2024
Q3 | $652K | Buy |
3,818
+40
| +1% | +$6.84K | 0.16% | 71 |
|
|
2024
Q2 | $640K | Buy |
3,778
+250
| +7% | +$42.4K | 0.15% | 73 |
|
|
2024
Q1 | $501K | Buy |
3,528
+438
| +14% | +$62.2K | 0.13% | 79 |
|
|
2023
Q4 | $456K | Buy |
+3,090
| New | +$456K | 0.13% | 72 |
|
|
2017
Q2 | – | Sell |
-414,582
| Closed | -$7.79M | – | 48 |
|
|
2017
Q1 | $7.79M | Buy |
414,582
+2,220
| +0.5% | +$41.7K | 2.96% | 11 |
|
|
2016
Q4 | $8.59M | Sell |
412,362
-4,710
| -1% | -$98.2K | 3.38% | 8 |
|
|
2016
Q3 | $11.1M | Buy |
417,072
+64,980
| +18% | +$1.73M | 4.59% | 3 |
|
|
2016
Q2 | $7.1M | Buy |
352,092
+4,326
| +1% | +$87.2K | 3.51% | 10 |
|
|
2016
Q1 | $9.46M | Buy |
347,766
+170,100
| +96% | +$4.63M | 4.88% | 4 |
|
|
2015
Q4 | $5.22M | Buy |
177,666
+450
| +0.3% | +$13.2K | 2.59% | 17 |
|
|
2015
Q3 | $5.08M | Sell |
177,216
-30
| -0% | -$860 | 2.94% | 14 |
|
|
2015
Q2 | $5.16M | Sell |
177,246
-143,940
| -45% | -$4.19M | 2.05% | 22 |
|
|
2015
Q1 | $7.82M | Buy |
321,186
+2,088
| +0.7% | +$50.8K | 3.25% | 6 |
|
|
2014
Q4 | $6.52M | Sell |
319,098
-7,050
| -2% | -$144K | 3.19% | 7 |
|
|
2014
Q3 | $5.33M | Sell |
326,148
-101,010
| -24% | -$1.65M | 2.49% | 15 |
|
|
2014
Q2 | $5.97M | Buy |
427,158
+900
| +0.2% | +$12.6K | 3.02% | 10 |
|
|
2014
Q1 | $4.87M | Sell |
426,258
-188,190
| -31% | -$2.15M | 2.73% | 16 |
|
|
2013
Q4 | $5.89M | Sell |
614,448
-8,862
| -1% | -$84.9K | 2.76% | 9 |
|
|
2013
Q3 | $4.76M | Buy |
623,310
+111,810
| +22% | +$854K | 2.29% | 17 |
|
|
2013
Q2 | $4.2M | Buy |
+511,500
| New | +$4.2M | 2.08% | 16 |
|