Davidson Capital 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
$3.69M Buy
18,038
+1,037
+6% +$212K 0.89% 17
2025
Q1
$2.9M Buy
17,001
+16,951
+33,902% +$2.89M 0.79% 32
2024
Q4
$9.1K Buy
+50
New +$9.1K ﹤0.01% 67