Curi RMB Capital’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 | $46.5M | Buy |
227,334
+29,829
| +15% | +$6.1M | 0.88% | 21 |
|
|
2025
Q1 | $33.7M | Sell |
197,505
-30,982
| -14% | -$5.29M | 0.83% | 26 |
|
|
2024
Q4 | $41.6M | Sell |
228,487
-9,767
| -4% | -$1.78M | 0.96% | 22 |
|
|
2024
Q3 | $40.7M | Sell |
238,254
-1,070
| -0.4% | -$183K | 0.92% | 24 |
|
|
2024
Q2 | $40.6M | Sell |
239,324
-2,266
| -0.9% | -$384K | 0.97% | 22 |
|
|
2024
Q1 | $34.3M | Sell |
241,590
-3,304
| -1% | -$469K | 0.79% | 31 |
|
|
2023
Q4 | $36.1M | Sell |
244,894
-2,582
| -1% | -$381K | 1.1% | 20 |
|
|
2023
Q3 | $29M | Buy |
247,476
+4,088
| +2% | +$479K | 0.99% | 24 |
|
|
2023
Q2 | $31.1M | Buy |
243,388
+222,000
| +1,038% | +$28.4M | 1.02% | 22 |
|
|
2023
Q1 | $2.14M | Buy |
21,388
+4,470
| +26% | +$446K | 0.07% | 203 |
|
|
2022
Q4 | $1.18M | Sell |
16,918
-3,560
| -17% | -$248K | 0.04% | 260 |
|
|
2022
Q3 | $1.68M | Buy |
20,478
+3,540
| +21% | +$290K | 0.06% | 236 |
|
|
2022
Q2 | $1.39M | Sell |
16,938
-786
| -4% | -$64.7K | 0.05% | 244 |
|
|
2022
Q1 | $1.84M | Buy |
17,724
+666
| +4% | +$69.1K | 0.06% | 202 |
|
|
2021
Q4 | $1.58M | Buy |
17,058
+2,124
| +14% | +$197K | 0.05% | 223 |
|
|
2021
Q3 | $1.19M | Buy |
14,934
+3,402
| +30% | +$272K | 0.04% | 255 |
|
|
2021
Q2 | $713K | Hold |
11,532
| – | – | 0.02% | 316 |
|
|
2021
Q1 | $619K | Hold |
11,532
| – | – | 0.02% | 326 |
|
|
2020
Q4 | $683K | Hold |
11,532
| – | – | 0.03% | 373 |
|
|
2020
Q3 | $470K | Hold |
11,532
| – | – | 0.02% | 427 |
|
|
2020
Q2 | $441K | Hold |
11,532
| – | – | 0.02% | 422 |
|
|
2020
Q1 | $315K | Hold |
11,532
| – | – | 0.02% | 474 |
|
|
2019
Q4 | $444K | Hold |
11,532
| – | – | 0.01% | 456 |
|
|
2019
Q3 | $392K | Sell |
11,532
-1,950
| -14% | -$66.3K | 0.01% | 503 |
|
|
2019
Q2 | $458K | Buy |
+13,482
| New | +$458K | 0.01% | 535 |
|
|
2017
Q1 | – | Sell |
-18,000
| Closed | -$375K | – | 579 |
|
|
2016
Q4 | $375K | Buy |
+18,000
| New | +$375K | 0.02% | 321 |
|