Novare Capital 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 | $1.17M | Buy |
5,705
+35
| +0.6% | +$7.16K | 0.09% | 111 |
|
|
2025
Q1 | $968K | Sell |
5,670
-300
| -5% | -$51.2K | 0.08% | 114 |
|
|
2024
Q4 | $1.09M | Buy |
5,970
+500
| +9% | +$91K | 0.09% | 110 |
|
|
2024
Q3 | $935K | Buy |
5,470
+130
| +2% | +$22.2K | 0.08% | 111 |
|
|
2024
Q2 | $905K | Buy |
+5,340
| New | +$905K | 0.08% | 110 |
|
|
2023
Q4 | – | Sell |
-4,000
| Closed | -$469K | – | 173 |
|
|
2023
Q3 | $469K | Buy |
4,000
+510
| +15% | +$59.8K | 0.05% | 125 |
|
|
2023
Q2 | $446K | Buy |
3,490
+490
| +16% | +$62.6K | 0.05% | 130 |
|
|
2023
Q1 | $300K | Hold |
3,000
| – | – | 0.03% | 147 |
|
|
2022
Q4 | $209K | Buy |
+3,000
| New | +$209K | 0.02% | 170 |
|