Jacobsen 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
$297K Buy
1,452
+111
+8% +$22.7K 0.11% 78
2025
Q1
$229K Buy
1,341
+29
+2% +$4.95K 0.1% 86
2024
Q4
$239K Buy
1,312
+14
+1% +$2.55K 0.1% 79
2024
Q3
$222K Buy
+1,298
New +$222K 0.09% 92