MAI Capital Management’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 | $27M | Sell |
131,888
-34,408
| -21% | -$7.04M | 0.19% | 111 |
|
|
2025
Q1 | $28.4M | Sell |
166,296
-16,554
| -9% | -$2.82M | 0.21% | 102 |
|
|
2024
Q4 | $33.3M | Buy |
182,850
+23,510
| +15% | +$4.28M | 0.25% | 92 |
|
|
2024
Q3 | $27.2M | Sell |
159,340
-8,564
| -5% | -$1.46M | 0.26% | 81 |
|
|
2024
Q2 | $28.5M | Sell |
167,904
-2,974
| -2% | -$504K | 0.28% | 73 |
|
|
2024
Q1 | $24.3M | Buy |
170,878
+2,934
| +2% | +$417K | 0.25% | 85 |
|
|
2023
Q4 | $24.8M | Buy |
167,944
+2,038
| +1% | +$300K | 0.33% | 66 |
|
|
2023
Q3 | $19.4M | Sell |
165,906
-32,630
| -16% | -$3.82M | 0.29% | 75 |
|
|
2023
Q2 | $25.4M | Buy |
198,536
+1,668
| +0.8% | +$213K | 0.37% | 57 |
|
|
2023
Q1 | $19.7M | Sell |
196,868
-3,808
| -2% | -$380K | 0.31% | 72 |
|
|
2022
Q4 | $14M | Sell |
200,676
-55,250
| -22% | -$3.85M | 0.24% | 99 |
|
|
2022
Q3 | $21M | Sell |
255,926
-29,308
| -10% | -$2.4M | 0.39% | 62 |
|
|
2022
Q2 | $23.5M | Sell |
285,234
-50,184
| -15% | -$4.13M | 0.45% | 56 |
|
|
2022
Q1 | $34.8M | Buy |
335,418
+55,254
| +20% | +$5.73M | 0.59% | 39 |
|
|
2021
Q4 | $26M | Buy |
280,164
+4,554
| +2% | +$423K | 0.42% | 63 |
|
|
2021
Q3 | $22M | Buy |
275,610
+70,860
| +35% | +$5.66M | 0.42% | 66 |
|
|
2021
Q2 | $12.7M | Buy |
204,750
+149,442
| +270% | +$9.24M | 0.25% | 93 |
|
|
2021
Q1 | $2.97M | Buy |
55,308
+9,966
| +22% | +$535K | 0.07% | 165 |
|
|
2020
Q4 | $2.69M | Buy |
45,342
+15,876
| +54% | +$940K | 0.07% | 170 |
|
|
2020
Q3 | $1.2M | Buy |
29,466
+12,174
| +70% | +$497K | 0.03% | 231 |
|
|
2020
Q2 | $662K | Sell |
17,292
-61,800
| -78% | -$2.37M | 0.02% | 330 |
|
|
2020
Q1 | $2.16M | Sell |
79,092
-4,110
| -5% | -$112K | 0.09% | 144 |
|
|
2019
Q4 | $3.21M | Buy |
+83,202
| New | +$3.21M | 0.1% | 141 |
|
|
2019
Q2 | – | Sell |
-5,010
| Closed | -$203K | – | 537 |
|
|
2019
Q1 | $203K | Buy |
+5,010
| New | +$203K | 0.01% | 421 |
|
|
2017
Q3 | – | Sell |
-20,046
| Closed | -$447K | – | 450 |
|
|
2017
Q2 | $447K | Sell |
20,046
-4,800
| -19% | -$107K | 0.03% | 287 |
|
|
2017
Q1 | $467K | Buy |
24,846
+1,398
| +6% | +$26.3K | 0.03% | 270 |
|
|
2016
Q4 | $489K | Hold |
23,448
| – | – | 0.04% | 261 |
|
|
2016
Q3 | $623K | Buy |
+23,448
| New | +$623K | 0.05% | 243 |
|
|
2016
Q2 | – | Sell |
-8,616
| Closed | -$234K | – | 435 |
|
|
2016
Q1 | $234K | Sell |
8,616
-528
| -6% | -$14.3K | 0.02% | 357 |
|
|
2015
Q4 | $268K | Hold |
9,144
| – | – | 0.02% | 340 |
|
|
2015
Q3 | $262K | Hold |
9,144
| – | – | 0.02% | 358 |
|
|
2015
Q2 | $266K | Sell |
9,144
-408
| -4% | -$11.9K | 0.02% | 393 |
|
|
2015
Q1 | $233K | Sell |
9,552
-2,460
| -20% | -$60K | 0.02% | 432 |
|
|
2014
Q4 | $245K | Sell |
12,012
-606
| -5% | -$12.4K | 0.02% | 402 |
|
|
2014
Q3 | $206K | Sell |
12,618
-231,204
| -95% | -$3.77M | 0.02% | 366 |
|
|
2014
Q2 | $3.41M | Buy |
+243,822
| New | +$3.41M | 0.33% | 80 |
|
|
2014
Q1 | – | Sell |
-413,574
| Closed | -$3.96M | – | 410 |
|
|
2013
Q4 | $3.96M | Buy |
+413,574
| New | +$3.96M | 0.42% | 61 |
|