Callan 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
Q1 | $654K | Buy |
3,831
+604
| +19% | +$103K | 0.05% | 167 |
|
2024
Q4 | $587K | Buy |
3,227
+33
| +1% | +$6.01K | 0.04% | 154 |
|
2024
Q3 | $546K | Buy |
3,194
+192
| +6% | +$32.8K | 0.04% | 165 |
|
2024
Q2 | $509K | Buy |
3,002
+78
| +3% | +$13.2K | 0.04% | 156 |
|
2024
Q1 | $415K | Buy |
2,924
+478
| +20% | +$67.9K | 0.04% | 164 |
|
2023
Q4 | $361K | Sell |
2,446
-406
| -14% | -$59.9K | 0.03% | 157 |
|
2023
Q3 | $334K | Buy |
2,852
+536
| +23% | +$62.8K | 0.04% | 149 |
|
2023
Q2 | $296K | Buy |
2,316
+18
| +0.8% | +$2.3K | 0.03% | 144 |
|
2023
Q1 | $230K | Buy |
+2,298
| New | +$230K | 0.03% | 163 |
|
2022
Q2 | – | Sell |
-2,310
| Closed | -$240K | – | 124 |
|
2022
Q1 | $240K | Hold |
2,310
| – | – | 0.03% | 108 |
|
2021
Q4 | $214K | Buy |
+2,310
| New | +$214K | 0.03% | 128 |
|