Gemmer 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 | $252K | Buy |
1,233
+35
| +3% | +$7.16K | 0.02% | 143 |
|
|
2025
Q1 | $204K | Hold |
1,198
| – | – | 0.02% | 152 |
|
|
2024
Q4 | $218K | Hold |
1,198
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $205K | Sell |
1,198
-80
| -6% | -$13.7K | 0.02% | 147 |
|
|
2024
Q2 | $217K | Buy |
+1,278
| New | +$217K | 0.02% | 132 |
|
|
2022
Q4 | – | Sell |
-64,668
| Closed | -$5.3M | – | 118 |
|
|
2022
Q3 | $5.3M | Sell |
64,668
-21,984
| -25% | -$1.8M | 0.88% | 27 |
|
|
2022
Q2 | $7.13M | Hold |
86,652
| – | – | 1.12% | 21 |
|
|
2022
Q1 | $8.99M | Buy |
86,652
+30,630
| +55% | +$3.18M | 1.1% | 25 |
|
|
2021
Q4 | $5.2M | Buy |
56,022
+41,022
| +273% | +$3.81M | 0.61% | 30 |
|
|
2021
Q3 | $1.2M | Hold |
15,000
| – | – | 0.17% | 54 |
|
|
2021
Q2 | $928K | Hold |
15,000
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $805K | Hold |
15,000
| – | – | 0.13% | 59 |
|
|
2020
Q4 | $888K | Buy |
+15,000
| New | +$888K | 0.15% | 56 |
|
|
2020
Q2 | – | Sell |
-336
| Closed | -$9K | – | 1356 |
|
|
2020
Q1 | $9K | Sell |
336
-114
| -25% | -$3.05K | ﹤0.01% | 562 |
|
|
2019
Q4 | $17K | Hold |
450
| – | – | ﹤0.01% | 449 |
|
|
2019
Q3 | $15K | Hold |
450
| – | – | ﹤0.01% | 502 |
|
|
2019
Q2 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 490 |
|
|
2019
Q1 | – | Sell |
-480
| Closed | -$15K | – | 1420 |
|
|
2018
Q4 | $15K | Buy |
+480
| New | +$15K | ﹤0.01% | 454 |
|