Caldwell Sutter Capital’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
$201K Buy
982
+21
+2% +$4.3K 0.09% 206
2025
Q1
$164K Sell
961
-65
-6% -$11.1K 0.08% 226
2024
Q4
$187K Sell
1,026
-92
-8% -$16.7K 0.09% 211
2024
Q3
$191K Sell
1,118
-200
-15% -$34.2K 0.09% 212
2024
Q2
$223K Buy
1,318
+422
+47% +$71.5K 0.11% 176
2024
Q1
$127K Buy
896
+142
+19% +$20.2K 0.06% 251
2023
Q4
$111K Buy
754
+6
+0.8% +$885 0.06% 256
2023
Q3
$87.7K Sell
748
-78
-9% -$9.14K 0.05% 268
2023
Q2
$106K Buy
826
+380
+85% +$48.5K 0.06% 243
2023
Q1
$44.5K Buy
+446
New +$44.5K 0.03% 254