M.D. Sass LLC’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 | $5.67M | Hold |
27,712
| – | – | 0.46% | 26 |
|
|
2025
Q1 | $4.73M | Sell |
27,712
-4,332
| -14% | -$739K | 0.42% | 27 |
|
|
2024
Q4 | $5.83M | Buy |
32,044
+7,186
| +29% | +$1.31M | 0.44% | 26 |
|
|
2024
Q3 | $4.25M | Sell |
24,858
-3,390
| -12% | -$579K | 0.31% | 26 |
|
|
2024
Q2 | $4.79M | Sell |
28,248
-69,368
| -71% | -$11.8M | 0.34% | 27 |
|
|
2024
Q1 | $13.9M | Sell |
97,616
-7,086
| -7% | -$1.01M | 1.56% | 24 |
|
|
2023
Q4 | $15.4M | Sell |
104,702
-6,240
| -6% | -$920K | 1.86% | 21 |
|
|
2023
Q3 | $13M | Buy |
+110,942
| New | +$13M | 1.75% | 21 |
|