MC
Montag & Caldwell’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Buy |
79,659
+34,232
| +75% | +$7.01M | 3.57% | 7 |
|
|
2025
Q1 | $7.75M | Buy |
45,427
+17,533
| +63% | +$2.99M | 1.8% | 26 |
|
|
2024
Q4 | $5.08M | Buy |
27,894
+12,387
| +80% | +$2.25M | 1.08% | 30 |
|
|
2024
Q3 | $5.3M | Sell |
15,507
-659
| -4% | -$225K | 1.08% | 29 |
|
|
2024
Q2 | $5.48M | Sell |
16,166
-4,549
| -22% | -$1.54M | 1.11% | 29 |
|
|
2024
Q1 | $5.89M | Sell |
20,715
-28,070
| -58% | -$7.98M | 1.01% | 29 |
|
|
2023
Q4 | $14.4M | Sell |
48,785
-26,911
| -36% | -$7.94M | 2.51% | 21 |
|
|
2023
Q3 | $17.7M | Buy |
75,696
+35,082
| +86% | +$8.22M | 2.28% | 23 |
|
|
2023
Q2 | $10.4M | Buy |
40,614
+1,263
| +3% | +$323K | 1.27% | 31 |
|
|
2023
Q1 | $7.86M | Buy |
+39,351
| New | +$7.86M | 1.06% | 32 |
|