Firsthand Capital Management’s Palo Alto Networks PANW Stock Holding History

Firsthand Capital Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Hold	10,000	–	–	3.68%	7
2025 Q1	$1.71M	Hold	10,000	–	–	4.14%	7
2024 Q4	$1.82M	Hold	10,000	–	–	3.79%	6
2024 Q3	$1.71M	Sell	10,000 -90,000	-90%	-$15.4M	3.37%	13
2024 Q2	$369K	Buy	100,000 +90,000	+900%	+$332K	0.72%	28
2024 Q1	$1.42M	Sell	10,000 -20,000	-67%	-$2.84M	2.31%	18
2023 Q4	$1.47M	Hold	30,000	–	–	2.04%	17
2023 Q3	$3.52M	Hold	30,000	–	–	5.07%	4
2023 Q2	$3.83M	Hold	30,000	–	–	4.6%	5
2023 Q1	$3M	Hold	30,000	–	–	3.25%	13
2022 Q4	$2.09M	Hold	30,000	–	–	2.44%	15
2022 Q3	$2.46M	Hold	30,000	–	–	2.24%	14
2022 Q2	$2.47M	Hold	30,000	–	–	2.13%	15
2022 Q1	$3.11M	Sell	30,000 -30,000	-50%	-$3.11M	1.62%	18
2021 Q4	$5.57M	Hold	60,000	–	–	2.12%	17
2021 Q3	$4.79M	Hold	60,000	–	–	1.43%	19
2021 Q2	$3.71M	Hold	60,000	–	–	0.93%	23
2021 Q1	$3.22M	Hold	60,000	–	–	0.9%	25
2020 Q4	$3.55M	Hold	60,000	–	–	0.97%	26
2020 Q3	$2.45M	Hold	60,000	–	–	0.97%	26
2020 Q2	$2.3M	Hold	60,000	–	–	1.05%	29
2020 Q1	$1.64M	Sell	60,000 -60,000	-50%	-$1.64M	1.3%	23
2019 Q4	$4.63M	Hold	120,000	–	–	1.8%	22
2019 Q3	$4.08M	Hold	120,000	–	–	1.65%	26
2019 Q2	$4.08M	Hold	120,000	–	–	1.57%	26
2019 Q1	$4.86M	Hold	120,000	–	–	1.81%	22
2018 Q4	$3.77M	Hold	120,000	–	–	2.38%	18
2018 Q3	$4.51M	Hold	120,000	–	–	2.12%	18
2018 Q2	$4.11M	Hold	120,000	–	–	1.93%	18
2018 Q1	$3.63M	Hold	120,000	–	–	2.03%	17
2017 Q4	$2.9M	Hold	120,000	–	–	2.13%	15
2017 Q3	$2.88M	Hold	120,000	–	–	2.56%	14
2017 Q2	$2.68M	Hold	120,000	–	–	2.7%	13
2017 Q1	$2.25M	Hold	120,000	–	–	2.41%	17
2016 Q4	$2.5M	Hold	120,000	–	–	2.7%	14
2016 Q3	$3.19M	Hold	120,000	–	–	2.93%	13
2016 Q2	$2.45M	Hold	120,000	–	–	2.69%	18
2016 Q1	$3.26M	Hold	120,000	–	–	2.81%	16
2015 Q4	$3.52M	Sell	120,000 -60,000	-33%	-$1.76M	2.72%	16
2015 Q3	$5.16M	Hold	180,000	–	–	4.13%	7
2015 Q2	$5.24M	Hold	180,000	–	–	3.31%	11
2015 Q1	$4.38M	Hold	180,000	–	–	2.76%	13
2014 Q4	$3.68M	Buy	180,000 +60,000	+50%	+$1.23M	2.16%	17
2014 Q3	$1.96M	Hold	120,000	–	–	1.03%	24
2014 Q2	$1.68M	Hold	120,000	–	–	0.77%	25
2014 Q1	$1.37M	Buy	120,000 +60,000	+100%	+$686K	0.64%	25
2013 Q4	$575K	Hold	60,000	–	–	0.28%	32
2013 Q3	$458K	Hold	60,000	–	–	0.37%	26
2013 Q2	$422K	Buy	+60,000	New	+$422K	0.41%	26