Neville Rodie & Shaw’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 | $4.2M | Sell |
20,530
-1,785
| -8% | -$365K | 0.31% | 67 |
|
|
2025
Q1 | $3.81M | Buy |
22,315
+2,769
| +14% | +$473K | 0.3% | 67 |
|
|
2024
Q4 | $3.56M | Sell |
19,546
-150
| -0.8% | -$27.3K | 0.26% | 70 |
|
|
2024
Q3 | $3.37M | Buy |
19,696
+180
| +0.9% | +$30.8K | 0.25% | 70 |
|
|
2024
Q2 | $3.31M | Sell |
19,516
-346
| -2% | -$58.6K | 0.25% | 73 |
|
|
2024
Q1 | $2.82M | Buy |
19,862
+2,612
| +15% | +$371K | 0.22% | 82 |
|
|
2023
Q4 | $2.54M | Buy |
17,250
+3,050
| +21% | +$450K | 0.21% | 84 |
|
|
2023
Q3 | $1.67M | Hold |
14,200
| – | – | 0.15% | 94 |
|
|
2023
Q2 | $1.81M | Buy |
14,200
+670
| +5% | +$85.6K | 0.16% | 91 |
|
|
2023
Q1 | $1.35M | Sell |
13,530
-1,650
| -11% | -$165K | 0.12% | 101 |
|
|
2022
Q4 | $1.06M | Sell |
15,180
-12,216
| -45% | -$852K | 0.1% | 119 |
|
|
2022
Q3 | $2.24M | Buy |
27,396
+2,280
| +9% | +$187K | 0.22% | 81 |
|
|
2022
Q2 | $2.07M | Buy |
25,116
+8,886
| +55% | +$732K | 0.19% | 89 |
|
|
2022
Q1 | $1.65M | Sell |
16,230
-120
| -0.7% | -$12.2K | 0.12% | 104 |
|
|
2021
Q4 | $1.52M | Buy |
+16,350
| New | +$1.52M | 0.11% | 113 |
|
|
2016
Q3 | – | Sell |
-20,250
| Closed | -$414K | – | 264 |
|
|
2016
Q2 | $414K | Sell |
20,250
-59,100
| -74% | -$1.21M | 0.05% | 188 |
|
|
2016
Q1 | $2.16M | Buy |
79,350
+9,900
| +14% | +$269K | 0.26% | 87 |
|
|
2015
Q4 | $2.04M | Buy |
69,450
+3,858
| +6% | +$113K | 0.25% | 87 |
|
|
2015
Q3 | $1.88M | Buy |
65,592
+4,542
| +7% | +$130K | 0.23% | 94 |
|
|
2015
Q2 | $1.78M | Buy |
61,050
+14,400
| +31% | +$419K | 0.19% | 107 |
|
|
2015
Q1 | $1.14M | Buy |
+46,650
| New | +$1.14M | 0.12% | 135 |
|