Berkeley Capital 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 | $1.22M | Sell |
5,943
-1
| -0% | -$205 | 0.31% | 73 |
|
|
2025
Q1 | $1.01M | Buy |
5,944
+113
| +2% | +$19.3K | 0.28% | 76 |
|
|
2024
Q4 | $1.06M | Buy |
5,831
+207
| +4% | +$37.7K | 0.29% | 71 |
|
|
2024
Q3 | $961K | Buy |
5,624
+154
| +3% | +$26.3K | 0.27% | 85 |
|
|
2024
Q2 | $927K | Buy |
5,470
+446
| +9% | +$75.6K | 0.28% | 75 |
|
|
2024
Q1 | $714K | Buy |
5,024
+1,084
| +28% | +$154K | 0.22% | 88 |
|
|
2023
Q4 | $581K | Buy |
3,940
+226
| +6% | +$33.3K | 0.19% | 97 |
|
|
2023
Q3 | $435K | Buy |
3,714
+780
| +27% | +$91.4K | 0.16% | 104 |
|
|
2023
Q2 | $375K | Buy |
2,934
+286
| +11% | +$36.5K | 0.13% | 112 |
|
|
2023
Q1 | $264K | Buy |
+2,648
| New | +$264K | 0.1% | 129 |
|