Gladstone Institutional Advisory’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 | $5.74M | Buy |
28,057
+1,505
| +6% | +$308K | 0.24% | 99 |
|
|
2025
Q1 | $4.53M | Sell |
26,552
-2,034
| -7% | -$347K | 0.21% | 113 |
|
|
2024
Q4 | $5.2M | Buy |
28,586
+10,902
| +62% | +$1.98M | 0.24% | 95 |
|
|
2024
Q3 | $3.02M | Sell |
17,684
-30,024
| -63% | -$5.13M | 0.15% | 170 |
|
|
2024
Q2 | $8.09M | Buy |
47,708
+2,124
| +5% | +$360K | 0.42% | 54 |
|
|
2024
Q1 | $6.48M | Sell |
45,584
-462
| -1% | -$65.6K | 0.36% | 70 |
|
|
2023
Q4 | $6.79M | Buy |
46,046
+21,458
| +87% | +$3.16M | 0.38% | 63 |
|
|
2023
Q3 | $2.88M | Buy |
24,588
+17,974
| +272% | +$2.11M | 0.19% | 141 |
|
|
2023
Q2 | $845K | Buy |
6,614
+980
| +17% | +$125K | 0.05% | 306 |
|
|
2023
Q1 | $563K | Sell |
5,634
-266
| -5% | -$26.6K | 0.04% | 378 |
|
|
2022
Q4 | $412K | Sell |
5,900
-1,186
| -17% | -$82.7K | 0.03% | 440 |
|
|
2022
Q3 | $580K | Sell |
7,086
-144
| -2% | -$11.8K | 0.05% | 367 |
|
|
2022
Q2 | $595K | Sell |
7,230
-1,134
| -14% | -$93.3K | 0.05% | 373 |
|
|
2022
Q1 | $868K | Buy |
8,364
+1,074
| +15% | +$111K | 0.06% | 322 |
|
|
2021
Q4 | $676K | Sell |
7,290
-1,854
| -20% | -$172K | 0.05% | 320 |
|
|
2021
Q3 | $730K | Buy |
9,144
+3,726
| +69% | +$297K | 0.07% | 261 |
|
|
2021
Q2 | $335K | Buy |
5,418
+744
| +16% | +$46K | 0.04% | 373 |
|
|
2021
Q1 | $251K | Buy |
+4,674
| New | +$251K | 0.04% | 352 |
|