Great Diamond Partners’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 | $1.14M | Buy |
5,577
+4,289
| +333% | +$878K | 0.24% | 97 |
|
|
2025
Q1 | $220K | Sell |
1,288
-133
| -9% | -$22.7K | 0.06% | 159 |
|
|
2024
Q4 | $259K | Sell |
1,421
-87
| -6% | -$15.8K | 0.07% | 153 |
|
|
2024
Q3 | $258K | Sell |
1,508
-548
| -27% | -$93.7K | 0.07% | 163 |
|
|
2024
Q2 | $349K | Sell |
2,056
-176
| -8% | -$29.8K | 0.08% | 157 |
|
|
2024
Q1 | $317K | Sell |
2,232
-104
| -4% | -$14.8K | 0.07% | 169 |
|
|
2023
Q4 | $344K | Sell |
2,336
-326
| -12% | -$48.1K | 0.08% | 162 |
|
|
2023
Q3 | $312K | Sell |
2,662
-222
| -8% | -$26K | 0.08% | 169 |
|
|
2023
Q2 | $368K | Sell |
2,884
-172
| -6% | -$22K | 0.1% | 153 |
|
|
2023
Q1 | $305K | Sell |
3,056
-46
| -1% | -$4.59K | 0.09% | 168 |
|
|
2022
Q4 | $216K | Sell |
3,102
-102
| -3% | -$7.12K | 0.07% | 201 |
|
|
2022
Q3 | $262K | Sell |
3,204
-678
| -17% | -$55.4K | 0.09% | 168 |
|
|
2022
Q2 | $319K | Buy |
3,882
+108
| +3% | +$8.88K | 0.11% | 155 |
|
|
2022
Q1 | $391K | Sell |
3,774
-1,182
| -24% | -$122K | 0.11% | 146 |
|
|
2021
Q4 | $459K | Buy |
4,956
+102
| +2% | +$9.45K | 0.12% | 139 |
|
|
2021
Q3 | $387K | Sell |
4,854
-90
| -2% | -$7.18K | 0.11% | 141 |
|
|
2021
Q2 | $305K | Sell |
4,944
-72
| -1% | -$4.44K | 0.09% | 154 |
|
|
2021
Q1 | $269K | Buy |
5,016
+240
| +5% | +$12.9K | 0.08% | 166 |
|
|
2020
Q4 | $282K | Buy |
+4,776
| New | +$282K | 0.09% | 147 |
|
|
2020
Q1 | – | Sell |
-3,906
| Closed | -$150K | – | 463 |
|
|
2019
Q4 | $150K | Buy |
+3,906
| New | +$150K | 0.06% | 180 |
|