Fulcrum Asset 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 | $1.53M | Buy |
+7,469
| New | +$1.53M | 1.18% | 22 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 148 |
|
|
2022
Q1 | – | Hold |
0
| – | -$2.34M | – | 32 |
|
|
2021
Q4 | – | Hold |
0
| – | -$2.34M | – | 21 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2.11M | – | 21 |
|
|
2021
Q2 | – | Hold |
0
| – | -$658K | – | 30 |
|
|
2021
Q1 | – | Hold |
0
| – | -$878K | – | 77 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 112 |
|
|
2020
Q3 | – | Sell |
-21,264
| Closed | -$878K | – | 172 |
|
|
2020
Q2 | $878K | Buy |
+21,264
| New | +$878K | 0.29% | 113 |
|