Cladis Investment Advisory’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 | $726K | Sell |
3,550
-200
| -5% | -$40.9K | 0.46% | 66 |
|
|
2025
Q1 | $640K | Sell |
3,750
-10
| -0.3% | -$1.71K | 0.46% | 66 |
|
|
2024
Q4 | $684K | Sell |
3,760
-270
| -7% | -$49.1K | 0.49% | 63 |
|
|
2024
Q3 | $689K | Sell |
4,030
-200
| -5% | -$34.2K | 0.48% | 63 |
|
|
2024
Q2 | $717K | Buy |
4,230
+740
| +21% | +$125K | 0.52% | 58 |
|
|
2024
Q1 | $496K | Buy |
+3,490
| New | +$496K | 0.36% | 80 |
|