Luther King Capital Management (LKCM)’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 | $72M | Buy |
352,000
+35,140
| +11% | +$7.19M | 0.31% | 74 |
|
|
2025
Q1 | $54.1M | Buy |
316,860
+77,418
| +32% | +$13.2M | 0.25% | 85 |
|
|
2024
Q4 | $43.6M | Buy |
239,442
+101,534
| +74% | +$18.5M | 0.19% | 98 |
|
|
2024
Q3 | $23.6M | Buy |
137,908
+58,712
| +74% | +$10M | 0.1% | 125 |
|
|
2024
Q2 | $13.4M | Buy |
79,196
+44,176
| +126% | +$7.49M | 0.06% | 140 |
|
|
2024
Q1 | $4.98M | Buy |
35,020
+29,376
| +520% | +$4.17M | 0.02% | 218 |
|
|
2023
Q4 | $832K | Hold |
5,644
| – | – | ﹤0.01% | 413 |
|
|
2023
Q3 | $662K | Buy |
5,644
+336
| +6% | +$39.4K | ﹤0.01% | 425 |
|
|
2023
Q2 | $678K | Buy |
5,308
+150
| +3% | +$19.2K | ﹤0.01% | 439 |
|
|
2023
Q1 | $515K | Buy |
5,158
+24
| +0.5% | +$2.4K | ﹤0.01% | 459 |
|
|
2022
Q4 | $358K | Buy |
5,134
+274
| +6% | +$19.1K | ﹤0.01% | 496 |
|
|
2022
Q3 | $398K | Buy |
4,860
+666
| +16% | +$54.5K | ﹤0.01% | 477 |
|
|
2022
Q2 | $345K | Buy |
+4,194
| New | +$345K | ﹤0.01% | 528 |
|