PJSIMP
P.J. Schmidt Investment Management (PJS)’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
8,101
-229
| -3% | -$46.9K | 0.29% | 58 |
|
|
2025
Q1 | $1.42M | Buy |
8,330
+92
| +1% | +$15.7K | 0.26% | 60 |
|
|
2024
Q4 | $1.5M | Buy |
8,238
+4,148
| +101% | +$755K | 0.26% | 58 |
|
|
2024
Q3 | $1.4M | Buy |
4,090
+20
| +0.5% | +$6.84K | 0.24% | 60 |
|
|
2024
Q2 | $1.38M | Buy |
4,070
+136
| +3% | +$46.1K | 0.25% | 60 |
|
|
2024
Q1 | $1.12M | Buy |
3,934
+199
| +5% | +$56.5K | 0.21% | 67 |
|
|
2023
Q4 | $1.28M | Buy |
3,735
+107
| +3% | +$36.6K | 0.25% | 65 |
|
|
2023
Q3 | $918K | Buy |
3,628
+75
| +2% | +$19K | 0.2% | 74 |
|
|
2023
Q2 | $863K | Buy |
3,553
+95
| +3% | +$23.1K | 0.17% | 78 |
|
|
2023
Q1 | $640K | Buy |
3,458
+1,263
| +58% | +$234K | 0.13% | 91 |
|
|
2022
Q4 | $306K | Buy |
2,195
+95
| +5% | +$13.3K | 0.07% | 136 |
|
|
2022
Q3 | $340K | Buy |
2,100
+1,360
| +184% | +$220K | 0.08% | 123 |
|
|
2022
Q2 | $421K | Buy |
740
+35
| +5% | +$19.9K | 0.09% | 117 |
|
|
2022
Q1 | $396K | Buy |
705
+30
| +4% | +$16.9K | 0.09% | 127 |
|
|
2021
Q4 | $349K | Hold |
675
| – | – | 0.07% | 144 |
|
|
2021
Q3 | $328K | Hold |
675
| – | – | 0.06% | 146 |
|
|
2021
Q2 | $271K | Hold |
675
| – | – | 0.05% | 154 |
|
|
2021
Q1 | $240K | Hold |
675
| – | – | 0.05% | 157 |
|
|
2020
Q4 | $237K | Buy |
+675
| New | +$237K | 0.05% | 147 |
|