Lebenthal Global 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 | $1.53M | Sell |
7,483
-6
| -0.1% | -$1.23K | 0.29% | 58 |
|
|
2025
Q1 | $1.28M | Sell |
7,489
-408
| -5% | -$69.6K | 0.24% | 56 |
|
|
2024
Q4 | $1.44M | Buy |
7,897
+963
| +14% | +$175K | 0.26% | 60 |
|
|
2024
Q3 | $1.19M | Buy |
6,934
+326
| +5% | +$55.7K | 0.24% | 60 |
|
|
2024
Q2 | $1.12M | Buy |
6,608
+492
| +8% | +$83.4K | 0.25% | 55 |
|
|
2024
Q1 | $869K | Buy |
6,116
+336
| +6% | +$47.7K | 0.19% | 66 |
|
|
2023
Q4 | $852K | Buy |
+5,780
| New | +$852K | 0.2% | 65 |
|