Cercano Management’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
$35.6M Sell
174,028
-39,551
-19% -$8.09M 1.02% 25
2025
Q1
$36.4M Buy
213,579
+194,375
+1,012% +$33.2M 1.07% 27
2024
Q4
$3.49M Buy
+19,204
New +$3.49M 0.09% 89
2024
Q2
Sell
-109,092
Closed -$15.5M 107
2024
Q1
$15.5M Buy
+109,092
New +$15.5M 0.43% 55