Gerber Kawasaki Wealth & Investment 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 | $3.28M | Buy |
16,022
+364
| +2% | +$74.5K | 0.13% | 89 |
|
|
2025
Q1 | $2.67M | Buy |
15,658
+350
| +2% | +$59.7K | 0.12% | 92 |
|
|
2024
Q4 | $2.79M | Buy |
15,308
+342
| +2% | +$62.2K | 0.12% | 92 |
|
|
2024
Q3 | $2.56M | Buy |
14,966
+448
| +3% | +$76.6K | 0.12% | 95 |
|
|
2024
Q2 | $2.46M | Buy |
14,518
+1,140
| +9% | +$193K | 0.12% | 94 |
|
|
2024
Q1 | $1.9M | Buy |
13,378
+1,154
| +9% | +$164K | 0.1% | 104 |
|
|
2023
Q4 | $1.8M | Sell |
12,224
-320
| -3% | -$47.2K | 0.11% | 102 |
|
|
2023
Q3 | $1.47M | Buy |
12,544
+2,900
| +30% | +$340K | 0.1% | 107 |
|
|
2023
Q2 | $1.23M | Sell |
9,644
-560
| -5% | -$71.5K | 0.08% | 117 |
|
|
2023
Q1 | $1.02M | Buy |
10,204
+58
| +0.6% | +$5.79K | 0.08% | 131 |
|
|
2022
Q4 | $708K | Sell |
10,146
-54
| -0.5% | -$3.77K | 0.06% | 145 |
|
|
2022
Q3 | $835K | Buy |
10,200
+186
| +2% | +$15.2K | 0.08% | 124 |
|
|
2022
Q2 | $824K | Buy |
10,014
+114
| +1% | +$9.38K | 0.08% | 127 |
|
|
2022
Q1 | $1.03M | Buy |
9,900
+60
| +0.6% | +$6.22K | 0.08% | 111 |
|
|
2021
Q4 | $913K | Buy |
9,840
+9,768
| +13,567% | +$906K | 0.07% | 121 |
|
|
2021
Q3 | $12K | Sell |
72
-12,474
| -99% | -$2.08M | ﹤0.01% | 593 |
|
|
2021
Q2 | $775K | Hold |
12,546
| – | – | 0.08% | 114 |
|
|
2021
Q1 | $673K | Buy |
12,546
+168
| +1% | +$9.01K | 0.08% | 114 |
|
|
2020
Q4 | $733K | Buy |
12,378
+6
| +0% | +$355 | 0.1% | 91 |
|
|
2020
Q3 | $504K | Buy |
12,372
+42
| +0.3% | +$1.71K | 0.11% | 78 |
|
|
2020
Q2 | $471K | Buy |
12,330
+150
| +1% | +$5.73K | 0.1% | 92 |
|
|
2020
Q1 | $332K | Buy |
12,180
+5,988
| +97% | +$163K | 0.09% | 94 |
|
|
2019
Q4 | $238K | Sell |
6,192
-1,800
| -23% | -$69.2K | 0.06% | 109 |
|
|
2019
Q3 | $271K | Sell |
7,992
-24
| -0.3% | -$814 | 0.08% | 106 |
|
|
2019
Q2 | $272K | Buy |
8,016
+216
| +3% | +$7.33K | 0.08% | 100 |
|
|
2019
Q1 | $315K | Buy |
+7,800
| New | +$315K | 0.09% | 88 |
|