Braun Stacey Associates’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 | $27.3M | Sell |
133,168
-11,394
| -8% | -$2.33M | 0.99% | 33 |
|
|
2025
Q1 | $24.7M | Sell |
144,562
-5,455
| -4% | -$931K | 1.01% | 36 |
|
|
2024
Q4 | $27.3M | Sell |
150,017
-3,037
| -2% | -$553K | 1.02% | 33 |
|
|
2024
Q3 | $26.2M | Sell |
153,054
-15,026
| -9% | -$2.57M | 0.99% | 35 |
|
|
2024
Q2 | $28.5M | Sell |
168,080
-9,488
| -5% | -$1.61M | 1.1% | 24 |
|
|
2024
Q1 | $25.2M | Sell |
177,568
-48,568
| -21% | -$6.9M | 1% | 35 |
|
|
2023
Q4 | $33.3M | Sell |
226,136
-24,294
| -10% | -$3.58M | 1.49% | 14 |
|
|
2023
Q3 | $29.4M | Sell |
250,430
-8,700
| -3% | -$1.02M | 1.43% | 13 |
|
|
2023
Q2 | $33.1M | Sell |
259,130
-276,702
| -52% | -$35.4M | 1.54% | 8 |
|
|
2023
Q1 | $53.5M | Buy |
535,832
+269,022
| +101% | +$26.9M | 1.4% | 9 |
|
|
2022
Q4 | $18.6M | Sell |
266,810
-4,538
| -2% | -$317K | 1.06% | 40 |
|
|
2022
Q3 | $22.2M | Buy |
271,348
+20,410
| +8% | +$1.67M | 1.35% | 12 |
|
|
2022
Q2 | $20.7M | Buy |
250,938
+79,596
| +46% | +$6.55M | 1.18% | 19 |
|
|
2022
Q1 | $17.8M | Buy |
+171,342
| New | +$17.8M | 0.74% | 67 |
|
|
2016
Q2 | – | Sell |
-451,758
| Closed | -$12.3M | – | 152 |
|
|
2016
Q1 | $12.3M | Sell |
451,758
-23,964
| -5% | -$652K | 0.8% | 68 |
|
|
2015
Q4 | $14M | Buy |
475,722
+140,484
| +42% | +$4.12M | 0.88% | 68 |
|
|
2015
Q3 | $9.61M | Buy |
+335,238
| New | +$9.61M | 0.64% | 85 |
|