Carmignac Gestion’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 | – | Sell |
-3,000
| Closed | -$512K | – | 153 |
|
|
2025
Q1 | $512K | Sell |
3,000
-18,352
| -86% | -$3.13M | 0.01% | 132 |
|
|
2024
Q4 | $3.89M | Hold |
21,352
| – | – | 0.06% | 84 |
|
|
2024
Q3 | $3.64M | Buy |
21,352
+140
| +0.7% | +$23.9K | 0.06% | 97 |
|
|
2024
Q2 | $3.6M | Buy |
21,212
+1,874
| +10% | +$318K | 0.06% | 91 |
|
|
2024
Q1 | $2.74M | Sell |
19,338
-11,814
| -38% | -$1.68M | 0.04% | 89 |
|
|
2023
Q4 | $4.6M | Buy |
31,152
+8,266
| +36% | +$1.22M | 0.08% | 75 |
|
|
2023
Q3 | $2.68M | Sell |
22,886
-742,358
| -97% | -$87.1M | 0.05% | 91 |
|
|
2023
Q2 | $97.7M | Sell |
765,244
-975,680
| -56% | -$125M | 1.68% | 17 |
|
|
2023
Q1 | $174M | Buy |
1,740,924
+264,168
| +18% | +$26.4M | 2.89% | 11 |
|
|
2022
Q4 | $103M | Sell |
1,476,756
-558,324
| -27% | -$39M | 1.86% | 21 |
|
|
2022
Q3 | $167M | Sell |
2,035,080
-192,036
| -9% | -$15.7M | 3.58% | 10 |
|
|
2022
Q2 | $183M | Sell |
2,227,116
-315,978
| -12% | -$26M | 3.88% | 10 |
|
|
2022
Q1 | $264M | Sell |
2,543,094
-455,448
| -15% | -$47.2M | 4.26% | 8 |
|
|
2021
Q4 | $278M | Buy |
2,998,542
+1,490,742
| +99% | +$138M | 3.89% | 10 |
|
|
2021
Q3 | $120M | Buy |
+1,507,800
| New | +$120M | 1.5% | 24 |
|