Carmel 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
$380K Sell
1,856
-52
-3% -$10.6K 0.13% 103
2025
Q1
$326K Buy
1,908
+52
+3% +$8.87K 0.13% 117
2024
Q4
$338K Sell
1,856
-422
-19% -$76.8K 0.14% 111
2024
Q3
$389K Hold
2,278
0.15% 108
2024
Q2
$386K Buy
2,278
+4
+0.2% +$678 0.16% 95
2024
Q1
$323K Sell
2,274
-30
-1% -$4.26K 0.13% 112
2023
Q4
$340K Sell
2,304
-312
-12% -$46K 0.17% 97
2023
Q3
$307K Buy
2,616
+324
+14% +$38K 0.14% 108
2023
Q2
$293K Hold
2,292
0.15% 93
2023
Q1
$229K Buy
+2,292
New +$229K 0.14% 119
2022
Q2
Sell
-2,262
Closed -$235K 126
2022
Q1
$235K Hold
2,262
0.2% 102
2021
Q4
$210K Buy
+2,262
New +$210K 0.16% 112