Kerrisdale Advisers’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-26,970
Closed -$737K 74
2020
Q1
$737K Buy
+26,970
New +$737K 0.14% 49
2017
Q3
Sell
-138,000
Closed -$3.08M 19
2017
Q2
$3.08M Sell
138,000
-162,000
-54% -$3.61M 2.83% 13
2017
Q1
$5.63M Buy
300,000
+280,944
+1,474% +$5.28M 5.83% 7
2016
Q4
$397K Buy
+19,056
New +$397K 0.39% 13