Donoghue Forlines’s Palo Alto Networks PANW Stock Holding History

Donoghue Forlines’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
2024 Q4	–	Sell	-13,330	Closed	-$2.28M	–	220
2024 Q3	$2.28M	Sell	13,330 -1,794	-12%	-$302K	0.65%	29
2024 Q2	$2.56M	Buy	15,124 +10,098	+201%	+$1.51M	0.73%	23
2024 Q1	$714K	Buy	5,026 +1,282	+34%	+$202K	0.2%	104
2023 Q4	$552K	Sell	3,744 -586	-14%	-$78.4K	0.17%	152
2023 Q3	$508K	Sell	4,330 -706	-14%	-$83.5K	0.18%	155
2023 Q2	$643K	Buy	5,036 +1,538	+44%	+$160K	0.2%	106
2023 Q1	$349K	Sell	3,498 -600	-15%	-$50.8K	0.13%	179
2022 Q4	$286K	Sell	4,098 -390	-9%	-$31.3K	0.1%	195
2022 Q3	$368K	Sell	4,488 -8,214	-65%	-$711K	0.13%	150
2022 Q2	$1.05M	Buy	12,702 +5,550	+78%	+$492K	0.27%	84
2022 Q1	$742K	Sell	7,152 -4,578	-39%	-$410K	0.16%	209
2021 Q4	$1.09M	Sell	11,730 -3,774	-24%	-$326K	0.18%	120
2021 Q3	$1.24M	Sell	15,504 -1,302	-8%	-$91.5K	0.24%	89
2021 Q2	$1.04M	Buy	16,806 +366	+2%	+$21.7K	0.19%	132
2021 Q1	$882K	Sell	16,440 -3,288	-17%	-$195K	0.17%	139
2020 Q4	$1.17M	Buy	+19,728	New	+$922K	0.23%	111

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return