Kovitz Investment Group Partners’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 | $9.34M | Buy |
45,641
+4,591
| +11% | +$939K | 0.04% | 322 |
|
|
2025
Q1 | $7M | Buy |
41,050
+20,383
| +99% | +$3.48M | 0.04% | 339 |
|
|
2024
Q4 | $3.76M | Sell |
20,667
-237
| -1% | -$43.1K | 0.02% | 457 |
|
|
2024
Q3 | $1.57M | Buy |
20,904
+11,760
| +129% | +$882K | 0.01% | 534 |
|
|
2024
Q2 | $1.55M | Buy |
9,144
+7,112
| +350% | +$1.21M | 0.01% | 463 |
|
|
2024
Q1 | $289K | Buy |
2,032
+120
| +6% | +$17K | ﹤0.01% | 585 |
|
|
2023
Q4 | $282K | Buy |
+1,912
| New | +$282K | ﹤0.01% | 364 |
|
|
2021
Q4 | – | Sell |
-9,888
| Closed | -$789K | – | 438 |
|
|
2021
Q3 | $789K | Sell |
9,888
-1,806
| -15% | -$144K | 0.02% | 319 |
|
|
2021
Q2 | $723K | Buy |
+11,694
| New | +$723K | 0.01% | 330 |
|
|
2019
Q4 | – | Sell |
-27,018
| Closed | -$918K | – | 373 |
|
|
2019
Q3 | $918K | Buy |
27,018
+8,610
| +47% | +$293K | 0.03% | 269 |
|
|
2019
Q2 | $625K | Buy |
18,408
+10,812
| +142% | +$367K | 0.02% | 298 |
|
|
2019
Q1 | $308K | Buy |
+7,596
| New | +$308K | 0.01% | 333 |
|