GIM
Grassi Investment Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
8,375
-25
| -0.3% | -$5.12K | 0.14% | 66 |
|
|
2025
Q1 | $1.43M | Buy |
8,400
+490
| +6% | +$83.6K | 0.13% | 65 |
|
|
2024
Q4 | $1.44M | Buy |
7,910
+4,880
| +161% | +$888K | 0.12% | 63 |
|
|
2024
Q3 | $1.04M | Buy |
3,030
+150
| +5% | +$51.3K | 0.09% | 73 |
|
|
2024
Q2 | $976K | Buy |
+2,880
| New | +$976K | 0.09% | 72 |
|