J2 Capital 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
Q2
$653K Buy
3,190
+1,519
+91% +$311K 0.52% 41
2025
Q1
$285K Buy
1,671
+34
+2% +$5.8K 0.26% 80
2024
Q4
$298K Buy
+1,637
New +$298K 0.28% 89
2023
Q3
$278K Sell
2,374
-74
-3% -$8.67K 0.35% 84
2023
Q2
$313K Buy
2,448
+22
+0.9% +$2.81K 0.37% 75
2023
Q1
$242K Buy
+2,426
New +$242K 0.37% 81
2022
Q2
Sell
-2,112
Closed -$219K 108
2022
Q1
$219K Buy
+2,112
New +$219K 0.24% 93