KCM Investment 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 | $418K | Buy |
+2,045
| New | +$418K | 0.01% | 278 |
|
|
2025
Q1 | – | Sell |
-1,150
| Closed | -$209K | – | 373 |
|
|
2024
Q4 | $209K | Sell |
1,150
-800
| -41% | -$146K | 0.01% | 354 |
|
|
2024
Q3 | $333K | Buy |
1,950
+770
| +65% | +$132K | 0.01% | 311 |
|
|
2024
Q2 | $200K | Buy |
+1,180
| New | +$200K | 0.01% | 362 |
|
|
2022
Q2 | – | Sell |
-2,568
| Closed | -$266K | – | 410 |
|
|
2022
Q1 | $266K | Buy |
+2,568
| New | +$266K | 0.01% | 366 |
|
|
2017
Q2 | – | Sell |
-59,994
| Closed | -$1.13M | – | 541 |
|
|
2017
Q1 | $1.13M | Sell |
59,994
-23,526
| -28% | -$442K | 0.07% | 241 |
|
|
2016
Q4 | $1.74M | Buy |
83,520
+7,602
| +10% | +$158K | 0.12% | 195 |
|
|
2016
Q3 | $2.02M | Buy |
75,918
+15,678
| +26% | +$416K | 0.14% | 169 |
|
|
2016
Q2 | $1.23M | Buy |
60,240
+25,632
| +74% | +$524K | 0.09% | 225 |
|
|
2016
Q1 | $941K | Buy |
34,608
+3,216
| +10% | +$87.4K | 0.07% | 245 |
|
|
2015
Q4 | $922K | Sell |
31,392
-1,956
| -6% | -$57.4K | 0.07% | 243 |
|
|
2015
Q3 | $956K | Sell |
33,348
-240
| -0.7% | -$6.88K | 0.08% | 240 |
|
|
2015
Q2 | $978K | Buy |
33,588
+15,348
| +84% | +$447K | 0.08% | 245 |
|
|
2015
Q1 | $444K | Buy |
18,240
+5,700
| +45% | +$139K | 0.04% | 365 |
|
|
2014
Q4 | $256K | Buy |
+12,540
| New | +$256K | 0.02% | 449 |
|