Oppenheimer Asset 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 | $24.4M | Buy |
119,213
+2,784
| +2% | +$570K | 0.28% | 83 |
|
|
2025
Q1 | $19.9M | Sell |
116,429
-3,344
| -3% | -$571K | 0.25% | 104 |
|
|
2024
Q4 | $21.8M | Sell |
119,773
-1,993
| -2% | -$363K | 0.26% | 89 |
|
|
2024
Q3 | $20.8M | Buy |
121,766
+28,394
| +30% | +$4.85M | 0.25% | 97 |
|
|
2024
Q2 | $15.8M | Buy |
93,372
+10,364
| +12% | +$1.76M | 0.2% | 114 |
|
|
2024
Q1 | $11.8M | Sell |
83,008
-16,688
| -17% | -$2.37M | 0.17% | 141 |
|
|
2023
Q4 | $14.7M | Sell |
99,696
-6,048
| -6% | -$892K | 0.2% | 117 |
|
|
2023
Q3 | $12.4M | Sell |
105,744
-9,298
| -8% | -$1.09M | 0.19% | 127 |
|
|
2023
Q2 | $14.7M | Buy |
115,042
+20,696
| +22% | +$2.64M | 0.22% | 111 |
|
|
2023
Q1 | $9.42M | Buy |
94,346
+13,904
| +17% | +$1.39M | 0.15% | 172 |
|
|
2022
Q4 | $5.61M | Sell |
80,442
-10,036
| -11% | -$700K | 0.09% | 239 |
|
|
2022
Q3 | $7.41M | Buy |
90,478
+11,038
| +14% | +$904K | 0.13% | 198 |
|
|
2022
Q2 | $6.54M | Sell |
79,440
-9,678
| -11% | -$797K | 0.11% | 220 |
|
|
2022
Q1 | $9.25M | Sell |
89,118
-18,444
| -17% | -$1.91M | 0.13% | 186 |
|
|
2021
Q4 | $9.98M | Buy |
107,562
+108
| +0.1% | +$10K | 0.13% | 190 |
|
|
2021
Q3 | $8.58M | Sell |
107,454
-7,386
| -6% | -$590K | 0.12% | 198 |
|
|
2021
Q2 | $7.1M | Buy |
114,840
+9,030
| +9% | +$558K | 0.1% | 239 |
|
|
2021
Q1 | $5.68M | Buy |
105,810
+23,076
| +28% | +$1.24M | 0.09% | 271 |
|
|
2020
Q4 | $4.9M | Buy |
82,734
+11,586
| +16% | +$686K | 0.08% | 280 |
|
|
2020
Q3 | $2.9M | Buy |
71,148
+7,860
| +12% | +$321K | 0.06% | 346 |
|
|
2020
Q2 | $2.42M | Buy |
63,288
+10,974
| +21% | +$420K | 0.05% | 363 |
|
|
2020
Q1 | $1.43M | Sell |
52,314
-7,350
| -12% | -$201K | 0.04% | 430 |
|
|
2019
Q4 | $2.3M | Buy |
59,664
+2,352
| +4% | +$90.7K | 0.05% | 387 |
|
|
2019
Q3 | $1.95M | Buy |
57,312
+19,422
| +51% | +$660K | 0.04% | 412 |
|
|
2019
Q2 | $1.29M | Sell |
37,890
-12,822
| -25% | -$436K | 0.03% | 536 |
|
|
2019
Q1 | $2.05M | Buy |
50,712
+16,218
| +47% | +$657K | 0.05% | 396 |
|
|
2018
Q4 | $1.08M | Buy |
34,494
+20,076
| +139% | +$630K | 0.03% | 539 |
|
|
2018
Q3 | $541K | Buy |
14,418
+1,320
| +10% | +$49.5K | 0.01% | 791 |
|
|
2018
Q2 | $449K | Sell |
13,098
-1,296
| -9% | -$44.4K | 0.01% | 825 |
|
|
2018
Q1 | $436K | Sell |
14,394
-121,668
| -89% | -$3.69M | 0.01% | 821 |
|
|
2017
Q4 | $3.27M | Hold |
136,062
| – | – | 0.09% | 272 |
|
|
2017
Q3 | $3.27M | Buy |
136,062
+3,114
| +2% | +$74.8K | 0.08% | 274 |
|
|
2017
Q2 | $2.96M | Sell |
132,948
-5,676
| -4% | -$127K | 0.08% | 273 |
|
|
2017
Q1 | $2.6M | Buy |
+138,624
| New | +$2.6M | 0.07% | 290 |
|