North Star Investment Management’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 | $1M | Hold |
4,890
| – | – | 0.07% | 220 |
|
2025
Q1 | $834K | Buy |
4,890
+100
| +2% | +$17.1K | 0.06% | 257 |
|
2024
Q4 | $872K | Buy |
4,790
+300
| +7% | +$54.6K | 0.06% | 253 |
|
2024
Q3 | $767K | Buy |
4,490
+600
| +15% | +$103K | 0.05% | 263 |
|
2024
Q2 | $659K | Buy |
3,890
+164
| +4% | +$27.8K | 0.05% | 287 |
|
2024
Q1 | $529K | Buy |
3,726
+726
| +24% | +$103K | 0.04% | 323 |
|
2023
Q4 | $442K | Hold |
3,000
| – | – | 0.03% | 342 |
|
2023
Q3 | $352K | Hold |
3,000
| – | – | 0.03% | 364 |
|
2023
Q2 | $383K | Hold |
3,000
| – | – | 0.03% | 367 |
|
2023
Q1 | $300K | Buy |
+3,000
| New | +$300K | 0.02% | 396 |
|
2022
Q1 | – | Sell |
-300
| Closed | -$28K | – | 1191 |
|
2021
Q4 | $28K | Buy |
+300
| New | +$28K | ﹤0.01% | 721 |
|
2021
Q3 | – | Sell |
-2,400
| Closed | -$148K | – | 1140 |
|
2021
Q2 | $148K | Buy |
+2,400
| New | +$148K | 0.01% | 423 |
|
2020
Q1 | – | Sell |
-600
| Closed | -$23K | – | 1050 |
|
2019
Q4 | $23K | Hold |
600
| – | – | ﹤0.01% | 692 |
|
2019
Q3 | $20K | Buy |
+600
| New | +$20K | ﹤0.01% | 708 |
|
2019
Q2 | – | Sell |
-600
| Closed | -$24K | – | 766 |
|
2019
Q1 | $24K | Sell |
600
-2,100
| -78% | -$84K | ﹤0.01% | 692 |
|
2018
Q4 | $85K | Buy |
2,700
+600
| +29% | +$18.9K | 0.01% | 440 |
|
2018
Q3 | $79K | Hold |
2,100
| – | – | 0.01% | 483 |
|
2018
Q2 | $72K | Buy |
2,100
+1,200
| +133% | +$41.1K | 0.01% | 495 |
|
2018
Q1 | $27K | Buy |
+900
| New | +$27K | ﹤0.01% | 681 |
|