Harbert Fund Advisors’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 | – | Sell |
-5,500
| Closed | -$939K | – | 44 |
|
|
2025
Q1 | $939K | Sell |
5,500
-2,625
| -32% | -$448K | 1.06% | 37 |
|
|
2024
Q4 | $1.48M | Buy |
8,125
+5,125
| +171% | +$933K | 0.77% | 29 |
|
|
2024
Q3 | $513K | Hold |
3,000
| – | – | 0.3% | 50 |
|
|
2024
Q2 | $509K | Sell |
3,000
-2,350
| -44% | -$398K | 0.36% | 62 |
|
|
2024
Q1 | $760K | Buy |
+5,350
| New | +$760K | 0.52% | 48 |
|
|
2023
Q2 | – | Sell |
-20,600
| Closed | -$2.06M | – | 48 |
|
|
2023
Q1 | $2.06M | Buy |
20,600
+1,600
| +8% | +$160K | 1.36% | 34 |
|
|
2022
Q4 | $1.33M | Sell |
19,000
-4,600
| -19% | -$321K | 1.06% | 36 |
|
|
2022
Q3 | $1.93M | Buy |
23,600
+17,900
| +314% | +$1.47M | 1.03% | 22 |
|
|
2022
Q2 | $469K | Buy |
+5,700
| New | +$469K | 0.23% | 35 |
|