NCM
Nelson Capital Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,344
+20
| +2% | +$4.09K | 0.04% | 93 |
|
|
2025
Q1 | $226K | Sell |
1,324
-100
| -7% | -$17.1K | 0.04% | 96 |
|
|
2024
Q4 | $259K | Buy |
1,424
+712
| +100% | +$130K | 0.04% | 96 |
|
|
2024
Q3 | $243K | Sell |
712
-55
| -7% | -$18.8K | 0.04% | 96 |
|
|
2024
Q2 | $260K | Sell |
767
-47
| -6% | -$15.9K | 0.05% | 95 |
|
|
2024
Q1 | $231K | Buy |
814
+67
| +9% | +$19K | 0.04% | 96 |
|
|
2023
Q4 | $220K | Buy |
+747
| New | +$220K | 0.05% | 92 |
|
|
2023
Q3 | – | Sell |
-897
| Closed | -$229K | – | 94 |
|
|
2023
Q2 | $229K | Buy |
+897
| New | +$229K | 0.06% | 88 |
|
|
2019
Q4 | – | Sell |
-288
| Closed | -$59K | – | 234 |
|
|
2019
Q3 | $59K | Sell |
288
-34
| -11% | -$6.97K | 0.01% | 138 |
|
|
2019
Q2 | $66K | Buy |
322
+73
| +29% | +$15K | 0.02% | 134 |
|
|
2019
Q1 | $60K | Hold |
249
| – | – | 0.02% | 124 |
|
|
2018
Q4 | $47K | Hold |
249
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $56K | Hold |
249
| – | – | 0.01% | 120 |
|
|
2018
Q2 | $51K | Hold |
249
| – | – | 0.01% | 123 |
|
|
2018
Q1 | $45K | Hold |
249
| – | – | 0.01% | 138 |
|
|
2017
Q4 | $36K | Hold |
249
| – | – | 0.01% | 156 |
|
|
2017
Q3 | $36K | Hold |
249
| – | – | 0.01% | 141 |
|
|
2017
Q2 | $33K | Hold |
249
| – | – | 0.01% | 148 |
|
|
2017
Q1 | $28K | Buy |
+249
| New | +$28K | 0.01% | 162 |
|