Phocas Financial Corp’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 | $239K | Buy |
+1,170
| New | +$239K | 0.03% | 135 |
|
|
2025
Q1 | – | Sell |
-1,170
| Closed | -$213K | – | 156 |
|
|
2024
Q4 | $213K | Buy |
+1,170
| New | +$213K | 0.03% | 151 |
|
|
2023
Q4 | – | Sell |
-4,300
| Closed | -$504K | – | 181 |
|
|
2023
Q3 | $504K | Buy |
4,300
+470
| +12% | +$55.1K | 0.07% | 154 |
|
|
2023
Q2 | $489K | Buy |
3,830
+150
| +4% | +$19.2K | 0.07% | 164 |
|
|
2023
Q1 | $368K | Sell |
3,680
-1,000
| -21% | -$99.9K | 0.05% | 166 |
|
|
2022
Q4 | $327K | Buy |
4,680
+1,500
| +47% | +$105K | 0.05% | 169 |
|
|
2022
Q3 | $260K | Buy |
+3,180
| New | +$260K | 0.04% | 193 |
|