CGA
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Crescent Grove Advisors’s Palo Alto Networks PANW Stock Holding History

Crescent Grove Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,385
Closed -$236K – 294
2025
Q1 		$236K Buy
1,385
+243
+21% +$44.9K 0.02% 241
2024
Q4 		$208K Sell
1,142
-68
-6% -$12.8K 0.02% 263
2024
Q3 		$207K Sell
1,210
-860
-42% -$145K 0.02% 263
2024
Q2 		$351K Sell
2,070
-500
-19% -$74.8K 0.04% 195
2024
Q1 		$365K Sell
2,570
-840
-25% -$133K 0.04% 210
2023
Q4 		$503K Buy
3,410
+122
+4% +$16.3K 0.06% 174
2023
Q3 		$385K Buy
3,288
+868
+36% +$103K 0.05% 199
2023
Q2 		$309K Sell
2,420
-250
-9% -$26K 0.03% 229
2023
Q1 		$267K Buy
+2,670
New +$226K 0.03% 248

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