J.W. Burns & Co’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 | $6.9M | Buy |
33,714
+551
| +2% | +$113K | 0.84% | 34 |
|
|
2025
Q1 | $5.66M | Buy |
33,163
+1,735
| +6% | +$296K | 0.73% | 40 |
|
|
2024
Q4 | $5.72M | Buy |
31,428
+4,038
| +15% | +$735K | 0.73% | 42 |
|
|
2024
Q3 | $4.68M | Buy |
27,390
+1,018
| +4% | +$174K | 0.61% | 46 |
|
|
2024
Q2 | $4.47M | Buy |
26,372
+3,934
| +18% | +$667K | 0.6% | 44 |
|
|
2024
Q1 | $3.19M | Buy |
22,438
+1,500
| +7% | +$213K | 0.44% | 53 |
|
|
2023
Q4 | $3.09M | Sell |
20,938
-316
| -1% | -$46.6K | 0.46% | 52 |
|
|
2023
Q3 | $2.49M | Buy |
21,254
+17,166
| +420% | +$2.01M | 0.4% | 60 |
|
|
2023
Q2 | $522K | Buy |
4,088
+1,998
| +96% | +$255K | 0.08% | 119 |
|
|
2023
Q1 | $209K | Buy |
+2,090
| New | +$209K | 0.04% | 171 |
|
|
2016
Q4 | – | Sell |
-8,628
| Closed | -$229K | – | 160 |
|
|
2016
Q3 | $229K | Buy |
+8,628
| New | +$229K | 0.07% | 141 |
|
|
2016
Q2 | – | Sell |
-8,454
| Closed | -$230K | – | 151 |
|
|
2016
Q1 | $230K | Buy |
+8,454
| New | +$230K | 0.07% | 140 |
|