Congress 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
$115M Sell
560,896
-7,150
-1% -$1.46M 0.79% 39
2025
Q1
$96.9M Buy
568,046
+8,501
+2% +$1.45M 0.73% 49
2024
Q4
$102M Buy
559,545
+4,397
+0.8% +$800K 0.69% 66
2024
Q3
$94.9M Buy
+555,148
New +$94.9M 0.65% 71
2017
Q3
Sell
-31,734
Closed -$708K 392
2017
Q2
$708K Sell
31,734
-36,840
-54% -$822K 0.01% 219
2017
Q1
$1.29M Sell
68,574
-279,924
-80% -$5.26M 0.02% 188
2016
Q4
$7.26M Sell
348,498
-14,448
-4% -$301K 0.15% 104
2016
Q3
$9.64M Sell
362,946
-43,452
-11% -$1.15M 0.21% 87
2016
Q2
$8.31M Sell
406,398
-72,666
-15% -$1.49M 0.19% 96
2016
Q1
$13M Sell
479,064
-8,838
-2% -$240K 0.32% 82
2015
Q4
$14.3M Sell
487,902
-41,592
-8% -$1.22M 0.36% 83
2015
Q3
$15.2M Sell
529,494
-27,942
-5% -$801K 0.39% 81
2015
Q2
$16.2M Buy
557,436
+6,294
+1% +$183K 0.47% 84
2015
Q1
$13.4M Sell
551,142
-22,044
-4% -$537K 0.32% 84
2014
Q4
$11.7M Sell
573,186
-74,532
-12% -$1.52M 0.3% 85
2014
Q3
$10.6M Sell
647,718
-3,030
-0.5% -$49.5K 0.27% 87
2014
Q2
$9.09M Sell
650,748
-4,278
-0.7% -$59.8K 0.23% 87
2014
Q1
$7.49M Sell
655,026
-19,188
-3% -$219K 0.19% 91
2013
Q4
$6.46M Buy
674,214
+34,434
+5% +$330K 0.17% 91
2013
Q3
$4.89M Buy
+639,780
New +$4.89M 0.14% 110