Family 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 | $247K | Hold |
1,208
| – | – | 0.04% | 157 |
|
|
2025
Q1 | $206K | Sell |
1,208
-164
| -12% | -$28K | 0.03% | 162 |
|
|
2024
Q4 | $250K | Sell |
1,372
-100
| -7% | -$18.2K | 0.04% | 140 |
|
|
2024
Q3 | $252K | Buy |
1,472
+188
| +15% | +$32.1K | 0.04% | 146 |
|
|
2024
Q2 | $218K | Buy |
+1,284
| New | +$218K | 0.04% | 136 |
|
|
2021
Q3 | – | Sell |
-4,224
| Closed | -$261K | – | 190 |
|
|
2021
Q2 | $261K | Buy |
+4,224
| New | +$261K | 0.07% | 149 |
|