Kensington Investment Counsel’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
$910K Buy
4,447
+15
+0.3% +$3.07K 0.39% 65
2025
Q1
$756K Hold
4,432
0.34% 70
2024
Q4
$806K Sell
4,432
-1,810
-29% -$329K 0.34% 75
2024
Q3
$1.07M Buy
6,242
+192
+3% +$32.8K 0.45% 68
2024
Q2
$1.03M Buy
6,050
+746
+14% +$126K 0.45% 65
2024
Q1
$754K Buy
5,304
+488
+10% +$69.3K 0.34% 75
2023
Q4
$710K Buy
4,816
+102
+2% +$15K 0.37% 73
2023
Q3
$553K Buy
4,714
+240
+5% +$28.1K 0.34% 76
2023
Q2
$572K Buy
+4,474
New +$572K 0.36% 78