Rheos Capital Works’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 | $11.8M | Sell |
57,700
-22,500
| -28% | -$4.6M | 0.68% | 44 |
|
|
2025
Q1 | $13.7M | Sell |
80,200
-28,000
| -26% | -$4.78M | 1.11% | 37 |
|
|
2024
Q4 | $19.7M | Buy |
108,200
+46,200
| +75% | +$8.41M | 1.09% | 31 |
|
|
2024
Q3 | $10.6M | Sell |
62,000
-68,000
| -52% | -$11.6M | 0.55% | 66 |
|
|
2024
Q2 | $22M | Sell |
130,000
-94,000
| -42% | -$15.9M | 1.15% | 27 |
|
|
2024
Q1 | $31.8M | Sell |
224,000
-92,000
| -29% | -$13.1M | 1.52% | 17 |
|
|
2023
Q4 | $46.6M | Hold |
316,000
| – | – | 2.57% | 8 |
|
|
2023
Q3 | $37M | Sell |
316,000
-245,200
| -44% | -$28.7M | 2.23% | 7 |
|
|
2023
Q2 | $71.7M | Buy |
561,200
+69,800
| +14% | +$8.92M | 3.86% | 3 |
|
|
2023
Q1 | $49.1M | Buy |
491,400
+428,400
| +680% | +$42.8M | 2.73% | 7 |
|
|
2022
Q4 | $4.4M | Sell |
63,000
-9,000
| -13% | -$628K | 0.26% | 109 |
|
|
2022
Q3 | $5.9M | Buy |
72,000
+21,000
| +41% | +$1.72M | 0.4% | 94 |
|
|
2022
Q2 | $4.2M | Buy |
+51,000
| New | +$4.2M | 0.32% | 102 |
|
|
2020
Q3 | – | Sell |
-173,400
| Closed | -$6.64M | – | 73 |
|
|
2020
Q2 | $6.64M | Buy |
173,400
+20,400
| +13% | +$781K | 0.46% | 47 |
|
|
2020
Q1 | $4.18M | Buy |
+153,000
| New | +$4.18M | 0.44% | 44 |
|