Ferguson Wellman 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 | $6.16M | Sell |
30,090
-10,476
| -26% | -$2.14M | 0.11% | 91 |
|
|
2025
Q1 | $6.92M | Sell |
40,566
-299,660
| -88% | -$51.1M | 0.13% | 87 |
|
|
2024
Q4 | $61.9M | Buy |
340,226
+15,312
| +5% | +$2.79M | 1.18% | 23 |
|
|
2024
Q3 | $55.5M | Sell |
324,914
-306
| -0.1% | -$52.3K | 1.07% | 27 |
|
|
2024
Q2 | $55.1M | Sell |
325,220
-12,680
| -4% | -$2.15M | 1.12% | 28 |
|
|
2024
Q1 | $48M | Buy |
337,900
+14,180
| +4% | +$2.01M | 0.98% | 33 |
|
|
2023
Q4 | $47.7M | Buy |
323,720
+13,068
| +4% | +$1.93M | 1.07% | 29 |
|
|
2023
Q3 | $36.4M | Buy |
310,652
+2,990
| +1% | +$350K | 0.89% | 37 |
|
|
2023
Q2 | $39.3M | Buy |
307,662
+6,750
| +2% | +$862K | 0.92% | 35 |
|
|
2023
Q1 | $30.1M | Buy |
300,912
+91,108
| +43% | +$9.1M | 0.75% | 40 |
|
|
2022
Q4 | $14.6M | Sell |
209,804
-2,982
| -1% | -$208K | 0.38% | 69 |
|
|
2022
Q3 | $17.4M | Buy |
212,786
+209,312
| +6,025% | +$17.1M | 0.68% | 49 |
|
|
2022
Q2 | $286K | Hold |
3,474
| – | – | 0.01% | 277 |
|
|
2022
Q1 | $360K | Buy |
3,474
+210
| +6% | +$21.8K | 0.01% | 271 |
|
|
2021
Q4 | $303K | Hold |
3,264
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $261K | Hold |
3,264
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $202K | Buy |
+3,264
| New | +$202K | 0.01% | 337 |
|