Cozad 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
$1.56M Sell
7,618
-490
-6% -$100K 0.14% 159
2025
Q1
$1.38M Sell
8,108
-3,487
-30% -$595K 0.14% 157
2024
Q4
$2.11M Buy
11,595
+843
+8% +$153K 0.2% 123
2024
Q3
$1.84M Sell
10,752
-1,052
-9% -$180K 0.18% 135
2024
Q2
$2M Buy
11,804
+1,034
+10% +$175K 0.2% 122
2024
Q1
$1.53M Sell
10,770
-196
-2% -$27.8K 0.16% 149
2023
Q4
$1.62M Buy
10,966
+862
+9% +$127K 0.19% 132
2023
Q3
$1.18M Buy
10,104
+6,972
+223% +$817K 0.15% 156
2023
Q2
$400K Buy
3,132
+856
+38% +$109K 0.05% 268
2023
Q1
$227K Buy
+2,276
New +$227K 0.03% 338