Quest Investment 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 | $14.1M | Sell |
68,688
-4,524
| -6% | -$926K | 1.54% | 21 |
|
2025
Q1 | $12.5M | Sell |
73,212
-4,538
| -6% | -$774K | 1.55% | 28 |
|
2024
Q4 | $14.1M | Sell |
77,750
-776
| -1% | -$141K | 1.64% | 20 |
|
2024
Q3 | $13.4M | Sell |
78,526
-19,302
| -20% | -$3.3M | 1.57% | 24 |
|
2024
Q2 | $16.6M | Buy |
+97,828
| New | +$16.6M | 1.83% | 16 |
|
2024
Q1 | – | Sell |
-14,044
| Closed | -$2.07M | – | 92 |
|
2023
Q4 | $2.07M | Sell |
14,044
-94,338
| -87% | -$13.9M | 0.26% | 52 |
|
2023
Q3 | $12.7M | Buy |
108,382
+6,354
| +6% | +$745K | 1.8% | 21 |
|
2023
Q2 | $13M | Sell |
102,028
-40,052
| -28% | -$5.12M | 1.78% | 24 |
|
2023
Q1 | $14.2M | Sell |
142,080
-51,936
| -27% | -$5.19M | 1.95% | 16 |
|
2022
Q4 | $13.5M | Buy |
194,016
+52,254
| +37% | +$3.65M | 1.65% | 23 |
|
2022
Q3 | $11.6M | Buy |
141,762
+5,028
| +4% | +$412K | 1.43% | 25 |
|
2022
Q2 | $11.3M | Buy |
136,734
+99,504
| +267% | +$8.19M | 1.33% | 29 |
|
2022
Q1 | $3.86M | Sell |
37,230
-6,018
| -14% | -$624K | 0.37% | 59 |
|
2021
Q4 | $4.01M | Sell |
43,248
-9,534
| -18% | -$885K | 0.34% | 67 |
|
2021
Q3 | $4.21M | Buy |
+52,782
| New | +$4.21M | 0.39% | 60 |
|
2018
Q3 | – | Sell |
-74,406
| Closed | -$2.55M | – | 112 |
|
2018
Q2 | $2.55M | Sell |
74,406
-303,390
| -80% | -$10.4M | 0.38% | 58 |
|
2018
Q1 | $11.4M | Buy |
377,796
+297,474
| +370% | +$9M | 1.75% | 27 |
|
2017
Q4 | $1.94M | Sell |
80,322
-538,194
| -87% | -$13M | 0.29% | 69 |
|
2017
Q3 | $14.9M | Buy |
618,516
+21,258
| +4% | +$511K | 1.9% | 12 |
|
2017
Q2 | $13.3M | Buy |
597,258
+331,020
| +124% | +$7.38M | 1.77% | 28 |
|
2017
Q1 | $5M | Buy |
+266,238
| New | +$5M | 0.69% | 49 |
|
2016
Q3 | – | Sell |
-123,366
| Closed | -$2.52M | – | 102 |
|
2016
Q2 | $2.52M | Buy |
+123,366
| New | +$2.52M | 0.34% | 69 |
|