Brown, Lisle/Cummings’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 | $2.53M | Sell |
12,362
-200
| -2% | -$40.9K | 0.67% | 41 |
|
|
2025
Q1 | $2.14M | Sell |
12,562
-86
| -0.7% | -$14.7K | 0.62% | 44 |
|
|
2024
Q4 | $2.3M | Buy |
12,648
+870
| +7% | +$158K | 0.69% | 40 |
|
|
2024
Q3 | $2.01M | Sell |
11,778
-500
| -4% | -$85.5K | 0.61% | 43 |
|
|
2024
Q2 | $2.08M | Hold |
12,278
| – | – | 0.68% | 36 |
|
|
2024
Q1 | $1.74M | Sell |
12,278
-220
| -2% | -$31.3K | 0.59% | 44 |
|
|
2023
Q4 | $1.84M | Hold |
12,498
| – | – | 0.68% | 38 |
|
|
2023
Q3 | $1.47M | Sell |
12,498
-400
| -3% | -$46.9K | 0.66% | 40 |
|
|
2023
Q2 | $1.65M | Buy |
12,898
+2,700
| +26% | +$345K | 0.74% | 37 |
|
|
2023
Q1 | $1.02M | Buy |
10,198
+130
| +1% | +$13K | 0.52% | 49 |
|
|
2022
Q4 | $702K | Sell |
10,068
-192
| -2% | -$13.4K | 0.38% | 64 |
|
|
2022
Q3 | $840K | Hold |
10,260
| – | – | 0.49% | 50 |
|
|
2022
Q2 | $845K | Buy |
10,260
+210
| +2% | +$17.3K | 0.47% | 55 |
|
|
2022
Q1 | $1.04M | Buy |
10,050
+150
| +2% | +$15.6K | 0.5% | 52 |
|
|
2021
Q4 | $919K | Buy |
+9,900
| New | +$919K | 0.46% | 55 |
|