Claret Asset 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
$333K Sell
1,629
-79
-5% -$16.1K 0.04% 127
2025
Q1
$291K Buy
1,708
+1
+0.1% +$170 0.04% 152
2024
Q4
$311K Buy
1,707
+13
+0.8% +$2.37K 0.05% 125
2024
Q3
$290K Buy
1,694
+6
+0.4% +$1.03K 0.05% 121
2024
Q2
$286K Buy
1,688
+144
+9% +$24.4K 0.05% 119
2024
Q1
$219K Sell
1,544
-86
-5% -$12.2K 0.04% 168
2023
Q4
$240K Buy
+1,630
New +$240K 0.04% 131
2022
Q2
Sell
-2,376
Closed -$247K 163
2022
Q1
$247K Hold
2,376
0.05% 130
2021
Q4
$220K Buy
+2,376
New +$220K 0.04% 146