Evergreen 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 | $10.6M | Sell |
51,807
-10,446
| -17% | -$2.14M | 0.32% | 86 |
|
|
2025
Q1 | $10.6M | Sell |
62,253
-2,833
| -4% | -$483K | 0.36% | 74 |
|
|
2024
Q4 | $11.8M | Sell |
65,086
-260
| -0.4% | -$47.3K | 0.39% | 70 |
|
|
2024
Q3 | $11.2M | Buy |
65,346
+284
| +0.4% | +$48.5K | 0.37% | 67 |
|
|
2024
Q2 | $11M | Buy |
65,062
+42
| +0.1% | +$7.12K | 0.4% | 68 |
|
|
2024
Q1 | $9.24M | Sell |
65,020
-19,408
| -23% | -$2.76M | 0.35% | 76 |
|
|
2023
Q4 | $12.4M | Buy |
84,428
+538
| +0.6% | +$79.3K | 0.51% | 49 |
|
|
2023
Q3 | $9.83M | Sell |
83,890
-294
| -0.3% | -$34.5K | 0.43% | 62 |
|
|
2023
Q2 | $10.8M | Sell |
84,184
-4,972
| -6% | -$635K | 0.45% | 59 |
|
|
2023
Q1 | $8.9M | Sell |
89,156
-754
| -0.8% | -$75.3K | 0.4% | 72 |
|
|
2022
Q4 | $6.27M | Sell |
89,910
-50
| -0.1% | -$3.49K | 0.29% | 98 |
|
|
2022
Q3 | $7.37M | Sell |
89,960
-3,436
| -4% | -$281K | 0.38% | 75 |
|
|
2022
Q2 | $7.69M | Buy |
93,396
+2,982
| +3% | +$245K | 0.4% | 79 |
|
|
2022
Q1 | $9.38M | Buy |
90,414
+5,934
| +7% | +$616K | 0.38% | 77 |
|
|
2021
Q4 | $7.84M | Buy |
84,480
+3,750
| +5% | +$348K | 0.31% | 88 |
|
|
2021
Q3 | $6.45M | Buy |
80,730
+4,068
| +5% | +$325K | 0.29% | 89 |
|
|
2021
Q2 | $4.74M | Buy |
76,662
+70,338
| +1,112% | +$4.35M | 0.23% | 115 |
|
|
2021
Q1 | $339K | Buy |
6,324
+120
| +2% | +$6.43K | 0.02% | 374 |
|
|
2020
Q4 | $367K | Buy |
6,204
+210
| +4% | +$12.4K | 0.02% | 317 |
|
|
2020
Q3 | $245K | Sell |
5,994
-150
| -2% | -$6.13K | 0.02% | 356 |
|
|
2020
Q2 | $235K | Buy |
+6,144
| New | +$235K | 0.02% | 339 |
|
|
2020
Q1 | – | Sell |
-6,414
| Closed | -$247K | – | 453 |
|
|
2019
Q4 | $247K | Hold |
6,414
| – | – | 0.02% | 384 |
|
|
2019
Q3 | $218K | Sell |
6,414
-780
| -11% | -$26.5K | 0.02% | 378 |
|
|
2019
Q2 | $244K | Buy |
7,194
+780
| +12% | +$26.5K | 0.02% | 346 |
|
|
2019
Q1 | $260K | Hold |
6,414
| – | – | 0.03% | 314 |
|
|
2018
Q4 | $201K | Buy |
6,414
+774
| +14% | +$24.3K | 0.02% | 345 |
|
|
2018
Q3 | $212K | Buy |
+5,640
| New | +$212K | 0.02% | 352 |
|