Evolutionary Tree 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
Q1
Sell
-8,976
Closed -$1.63M 31
2024
Q4
$1.63M Sell
8,976
-640
-7% -$116K 1.66% 26
2024
Q3
$1.64M Sell
9,616
-144
-1% -$24.6K 1.65% 25
2024
Q2
$1.65M Sell
9,760
-7,104
-42% -$1.2M 1.7% 23
2024
Q1
$2.4M Buy
16,864
+2,930
+21% +$416K 2.41% 17
2023
Q4
$2.05M Sell
13,934
-4,272
-23% -$630K 2.27% 17
2023
Q3
$2.13M Buy
18,206
+3,198
+21% +$375K 2.75% 15
2023
Q2
$1.92M Buy
+15,008
New +$1.92M 2.31% 15