DC Investments 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 | $719K | Hold |
3,513
| – | – | 0.3% | 51 |
|
|
2025
Q1 | $599K | Buy |
+3,513
| New | +$599K | 0.31% | 56 |
|
|
2023
Q2 | – | Sell |
-10,422
| Closed | -$1.04M | – | 83 |
|
|
2023
Q1 | $1.04M | Hold |
10,422
| – | – | 1.24% | 26 |
|
|
2022
Q4 | $727K | Buy |
+10,422
| New | +$727K | 0.92% | 31 |
|
|
2021
Q1 | – | Sell |
-14,106
| Closed | -$836K | – | 67 |
|
|
2020
Q4 | $836K | Sell |
14,106
-14,112
| -50% | -$836K | 2.08% | 13 |
|
|
2020
Q3 | $1.15M | Hold |
28,218
| – | – | 1.26% | 22 |
|
|
2020
Q2 | $1.08M | Hold |
28,218
| – | – | 0.4% | 26 |
|
|
2020
Q1 | $771K | Buy |
28,218
+5,772
| +26% | +$158K | 0.63% | 23 |
|
|
2019
Q4 | $865K | Hold |
22,446
| – | – | 0.66% | 20 |
|
|
2019
Q3 | $763K | Buy |
22,446
+4,200
| +23% | +$143K | 0.44% | 23 |
|
|
2019
Q2 | $620K | Buy |
+18,246
| New | +$620K | 0.35% | 69 |
|