Mather Group’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 | $1.45M | Buy |
7,107
+802
| +13% | +$164K | 0.02% | 229 |
|
2025
Q1 | $1.08M | Buy |
6,305
+1,037
| +20% | +$177K | 0.01% | 247 |
|
2024
Q4 | $958K | Buy |
5,268
+626
| +13% | +$114K | 0.01% | 250 |
|
2024
Q3 | $793K | Sell |
4,642
-176
| -4% | -$30.1K | 0.01% | 274 |
|
2024
Q2 | $684K | Buy |
4,818
+1,294
| +37% | +$184K | 0.01% | 348 |
|
2024
Q1 | $519K | Buy |
3,524
+6
| +0.2% | +$884 | 0.01% | 334 |
|
2023
Q4 | $519K | Buy |
3,518
+162
| +5% | +$23.9K | 0.01% | 346 |
|
2023
Q3 | $394K | Buy |
3,356
+138
| +4% | +$16.2K | 0.01% | 380 |
|
2023
Q2 | $411K | Buy |
3,218
+776
| +32% | +$99.1K | 0.01% | 389 |
|
2023
Q1 | $244K | Buy |
+2,442
| New | +$244K | ﹤0.01% | 442 |
|
2022
Q2 | – | Sell |
-2,448
| Closed | -$254K | – | 448 |
|
2022
Q1 | $254K | Buy |
2,448
+6
| +0.2% | +$623 | 0.01% | 378 |
|
2021
Q4 | $227K | Buy |
+2,442
| New | +$227K | ﹤0.01% | 355 |
|