Marco Investment 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 | $28.5M | Buy |
139,494
+2,944
| +2% | +$602K | 2.38% | 8 |
|
|
2025
Q1 | $23.3M | Buy |
136,550
+1,721
| +1% | +$294K | 2.16% | 12 |
|
|
2024
Q4 | $24.5M | Sell |
134,829
-2,121
| -2% | -$386K | 2.12% | 11 |
|
|
2024
Q3 | $23.4M | Buy |
136,950
+3,860
| +3% | +$660K | 2.02% | 12 |
|
|
2024
Q2 | $22.6M | Buy |
133,090
+3,216
| +2% | +$545K | 2.08% | 11 |
|
|
2024
Q1 | $18.5M | Buy |
129,874
+23,956
| +23% | +$3.4M | 1.74% | 15 |
|
|
2023
Q4 | $15.6M | Buy |
105,918
+168
| +0.2% | +$24.8K | 1.6% | 20 |
|
|
2023
Q3 | $12.4M | Buy |
105,750
+3,628
| +4% | +$425K | 1.43% | 22 |
|
|
2023
Q2 | $13M | Buy |
102,122
+4,540
| +5% | +$580K | 1.41% | 22 |
|
|
2023
Q1 | $9.75M | Buy |
97,582
+414
| +0.4% | +$41.3K | 1.1% | 29 |
|
|
2022
Q4 | $6.78M | Buy |
97,168
+2,764
| +3% | +$193K | 0.79% | 41 |
|
|
2022
Q3 | $7.73M | Buy |
94,404
+8,250
| +10% | +$676K | 0.98% | 33 |
|
|
2022
Q2 | $7.09M | Buy |
86,154
+240
| +0.3% | +$19.8K | 0.83% | 40 |
|
|
2022
Q1 | $8.91M | Buy |
85,914
+19,956
| +30% | +$2.07M | 0.9% | 35 |
|
|
2021
Q4 | $6.12M | Buy |
65,958
+12
| +0% | +$1.11K | 0.6% | 48 |
|
|
2021
Q3 | $5.27M | Buy |
65,946
+25,956
| +65% | +$2.07M | 0.58% | 52 |
|
|
2021
Q2 | $2.47M | Buy |
39,990
+7,740
| +24% | +$479K | 0.29% | 82 |
|
|
2021
Q1 | $1.73M | Hold |
32,250
| – | – | 0.23% | 83 |
|
|
2020
Q4 | $1.91M | Sell |
32,250
-600
| -2% | -$35.5K | 0.27% | 78 |
|
|
2020
Q3 | $1.34M | Buy |
32,850
+6,000
| +22% | +$245K | 0.22% | 81 |
|
|
2020
Q2 | $1.03M | Sell |
26,850
-1,500
| -5% | -$57.4K | 0.19% | 84 |
|
|
2020
Q1 | $775K | Buy |
28,350
+12,864
| +83% | +$352K | 0.16% | 94 |
|
|
2019
Q4 | $597K | Buy |
15,486
+4,986
| +47% | +$192K | 0.09% | 116 |
|
|
2019
Q3 | $357K | Hold |
10,500
| – | – | 0.06% | 140 |
|
|
2019
Q2 | $357K | Hold |
10,500
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $425K | Hold |
10,500
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $330K | Hold |
10,500
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $394K | Buy |
+10,500
| New | +$394K | 0.06% | 151 |
|
|
2017
Q1 | – | Sell |
-13,500
| Closed | -$281K | – | 182 |
|
|
2016
Q4 | $281K | Hold |
13,500
| – | – | 0.05% | 162 |
|
|
2016
Q3 | $358K | Hold |
13,500
| – | – | 0.06% | 150 |
|
|
2016
Q2 | $276K | Hold |
13,500
| – | – | 0.05% | 158 |
|
|
2016
Q1 | $367 | Hold |
13,500
| – | – | 0.05% | 153 |
|
|
2015
Q4 | $396K | Sell |
13,500
-1,800
| -12% | -$52.8K | 0.07% | 147 |
|
|
2015
Q3 | $387K | Hold |
15,300
| – | – | 0.08% | 141 |
|
|
2015
Q2 | $445K | Buy |
15,300
+1,800
| +13% | +$52.4K | 0.07% | 145 |
|
|
2015
Q1 | $329K | Sell |
13,500
-18,300
| -58% | -$446K | 0.06% | 154 |
|
|
2014
Q4 | $650K | Buy |
31,800
+8,400
| +36% | +$172K | 0.08% | 123 |
|
|
2014
Q3 | $383K | Buy |
+23,400
| New | +$383K | 0.05% | 145 |
|