Chapin Davis’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
$573K Hold
2,802
0.16% 126
2025
Q1
$478K Buy
2,802
+1,219
+77% +$208K 0.16% 126
2024
Q4
$541K Sell
1,583
-1,583
-50% -$541K 0.18% 121
2024
Q3
$541K Sell
3,166
-1,000
-24% -$171K 0.18% 122
2024
Q2
$706K Buy
4,166
+420
+11% +$71.2K 0.24% 92
2024
Q1
$532K Sell
3,746
-2,444
-39% -$347K 0.19% 121
2023
Q4
$913K Buy
+6,190
New +$913K 0.38% 66