OPCM
Osborne Partners Capital Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5M | Sell |
109,987
-480
| -0.4% | -$98.2K | 1.2% | 17 |
|
|
2025
Q1 | $18.9M | Buy |
110,467
+175
| +0.2% | +$29.9K | 1.09% | 21 |
|
|
2024
Q4 | $20.1M | Buy |
110,292
+55,102
| +100% | +$10M | 1.16% | 21 |
|
|
2024
Q3 | $18.9M | Sell |
55,190
-930
| -2% | -$318K | 1.07% | 21 |
|
|
2024
Q2 | $19M | Buy |
56,120
+299
| +0.5% | +$101K | 1.14% | 22 |
|
|
2024
Q1 | $15.9M | Sell |
55,821
-18,215
| -25% | -$5.18M | 0.98% | 29 |
|
|
2023
Q4 | $21.8M | Sell |
74,036
-1,025
| -1% | -$302K | 1.43% | 16 |
|
|
2023
Q3 | $17.6M | Buy |
75,061
+380
| +0.5% | +$89.1K | 1.3% | 21 |
|
|
2023
Q2 | $19.1M | Sell |
74,681
-21,974
| -23% | -$5.61M | 1.38% | 20 |
|
|
2023
Q1 | $19.3M | Buy |
96,655
+850
| +0.9% | +$170K | 1.42% | 15 |
|
|
2022
Q4 | $13.4M | Buy |
95,805
+3,443
| +4% | +$480K | 1.05% | 25 |
|
|
2022
Q3 | $15.1M | Buy |
92,362
+61,750
| +202% | +$10.1M | 1.27% | 17 |
|
|
2022
Q2 | $15.1M | Buy |
30,612
+3,933
| +15% | +$1.94M | 1.16% | 20 |
|
|
2022
Q1 | $16.6M | Sell |
26,679
-10,655
| -29% | -$6.63M | 1.23% | 21 |
|
|
2021
Q4 | $20.8M | Buy |
37,334
+261
| +0.7% | +$145K | 1.52% | 15 |
|
|
2021
Q3 | $17.8M | Buy |
37,073
+1,897
| +5% | +$909K | 1.43% | 18 |
|
|
2021
Q2 | $13.1M | Buy |
35,176
+1,657
| +5% | +$615K | 1.07% | 22 |
|
|
2021
Q1 | $10.8M | Sell |
33,519
-8,889
| -21% | -$2.86M | 0.98% | 29 |
|
|
2020
Q4 | $15.1M | Buy |
42,408
+4,173
| +11% | +$1.48M | 1.84% | 8 |
|
|
2020
Q3 | $9.36M | Sell |
38,235
-1,463
| -4% | -$358K | 1.88% | 12 |
|
|
2020
Q2 | $9.12M | Sell |
39,698
-2,440
| -6% | -$560K | 1.95% | 11 |
|
|
2020
Q1 | $6.91M | Buy |
42,138
+16,898
| +67% | +$2.77M | 1.8% | 13 |
|
|
2019
Q4 | $5.84M | Sell |
25,240
-450
| -2% | -$104K | 1.18% | 33 |
|
|
2019
Q3 | $5.24M | Buy |
25,690
+2,795
| +12% | +$570K | 1.05% | 36 |
|
|
2019
Q2 | $4.67M | Buy |
22,895
+8,880
| +63% | +$1.81M | 0.89% | 43 |
|
|
2019
Q1 | $3.4M | Buy |
14,015
+2,155
| +18% | +$523K | 0.66% | 57 |
|
|
2018
Q4 | $2.23M | Buy |
+11,860
| New | +$2.23M | 0.33% | 84 |
|