Jacobi 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 | $863K | Buy |
4,215
+508
| +14% | +$104K | 0.06% | 289 |
|
|
2025
Q1 | $633K | Buy |
3,707
+161
| +5% | +$27.5K | 0.05% | 321 |
|
|
2024
Q4 | $645K | Buy |
3,546
+178
| +5% | +$32.4K | 0.05% | 307 |
|
|
2024
Q3 | $576K | Buy |
3,368
+1,070
| +47% | +$183K | 0.04% | 319 |
|
|
2024
Q2 | $390K | Buy |
+2,298
| New | +$390K | 0.03% | 357 |
|
|
2021
Q4 | – | Sell |
-420
| Closed | -$34K | – | 1041 |
|
|
2021
Q3 | $34K | Hold |
420
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $26K | Buy |
420
+312
| +289% | +$19.3K | ﹤0.01% | 775 |
|
|
2021
Q1 | $6K | Hold |
108
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 977 |
|
|
2020
Q3 | $4K | Hold |
108
| – | – | ﹤0.01% | 992 |
|
|
2020
Q2 | $4K | Hold |
108
| – | – | ﹤0.01% | 959 |
|
|
2020
Q1 | $3K | Hold |
108
| – | – | ﹤0.01% | 912 |
|
|
2019
Q4 | $4K | Hold |
108
| – | – | ﹤0.01% | 879 |
|
|
2019
Q3 | $4K | Buy |
108
+72
| +200% | +$2.67K | ﹤0.01% | 872 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 949 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 924 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 952 |
|
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 981 |
|
|
2018
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 947 |
|
|
2017
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 880 |
|
|
2017
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 802 |
|