Kovitz Investment Group Partners’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.34M | Buy |
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|
2025
Q1 | $7M | Buy |
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|
2024
Q4 | $3.76M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $723K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $918K | Buy |
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|
2019
Q2 | $625K | Buy |
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|
2019
Q1 | $308K | Buy |
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