Groesbeck 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
Q1 | $650K | Hold |
3,810
| – | – | 0.91% | 40 |
|
|
2024
Q4 | $693K | Buy |
3,810
+700
| +23% | +$127K | 0.9% | 36 |
|
|
2024
Q3 | $531K | Sell |
3,110
-420
| -12% | -$71.7K | 0.78% | 47 |
|
|
2024
Q2 | $598K | Buy |
3,530
+60
| +2% | +$10.2K | 0.83% | 46 |
|
|
2024
Q1 | $493K | Buy |
3,470
+480
| +16% | +$68.2K | 0.52% | 64 |
|
|
2023
Q4 | $441K | Buy |
2,990
+830
| +38% | +$122K | 0.61% | 55 |
|
|
2023
Q3 | $253K | Buy |
+2,160
| New | +$253K | 0.38% | 73 |
|