LMCG Investments’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
$1.92M Hold
9,378
0.12% 133
2025
Q1
$1.6M Buy
9,378
+344
+4% +$58.7K 0.11% 149
2024
Q4
$1.64M Sell
9,034
-1,486
-14% -$270K 0.1% 144
2024
Q3
$1.8M Sell
10,520
-2,986
-22% -$510K 0.11% 135
2024
Q2
$2.29M Sell
13,506
-1,454
-10% -$246K 0.13% 131
2024
Q1
$2.13M Buy
14,960
+1,730
+13% +$246K 0.13% 137
2023
Q4
$1.95M Sell
13,230
-36
-0.3% -$5.31K 0.12% 153
2023
Q3
$1.56M Hold
13,266
0.11% 173
2023
Q2
$1.69M Sell
13,266
-150
-1% -$19.2K 0.11% 173
2023
Q1
$1.34M Sell
13,416
-2,796
-17% -$279K 0.09% 194
2022
Q4
$1.13M Sell
16,212
-13,740
-46% -$959K 0.08% 202
2022
Q3
$2.45M Sell
29,952
-186
-0.6% -$15.2K 0.18% 141
2022
Q2
$2.48M Sell
30,138
-1,380
-4% -$114K 0.17% 140
2022
Q1
$3.27M Buy
+31,518
New +$3.27M 0.19% 133