Crescent Grove Advisors’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 | – | Sell |
-1,385
| Closed | -$236K | – | 294 |
|
|
2025
Q1 | $236K | Buy |
1,385
+243
| +21% | +$41.5K | 0.02% | 241 |
|
|
2024
Q4 | $208K | Sell |
1,142
-68
| -6% | -$12.4K | 0.02% | 263 |
|
|
2024
Q3 | $207K | Sell |
1,210
-860
| -42% | -$147K | 0.02% | 263 |
|
|
2024
Q2 | $351K | Sell |
2,070
-500
| -19% | -$84.8K | 0.04% | 195 |
|
|
2024
Q1 | $365K | Sell |
2,570
-840
| -25% | -$119K | 0.04% | 210 |
|
|
2023
Q4 | $503K | Buy |
3,410
+122
| +4% | +$18K | 0.06% | 174 |
|
|
2023
Q3 | $385K | Buy |
3,288
+868
| +36% | +$102K | 0.05% | 199 |
|
|
2023
Q2 | $309K | Sell |
2,420
-250
| -9% | -$31.9K | 0.03% | 229 |
|
|
2023
Q1 | $267K | Buy |
+2,670
| New | +$267K | 0.03% | 248 |
|