Nelson Capital Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $229K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $59K | Sell |
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|
2019
Q2 | $66K | Buy |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $47K | Hold |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $45K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $36K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $28K | Buy |
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