Roberts, Glore & Co’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 | $376K | Hold |
1,838
| – | – | 0.11% | 150 |
|
|
2025
Q1 | $314K | Buy |
1,838
+10
| +0.5% | +$1.71K | 0.1% | 158 |
|
|
2024
Q4 | $333K | Hold |
1,828
| – | – | 0.1% | 157 |
|
|
2024
Q3 | $312K | Hold |
1,828
| – | – | 0.09% | 163 |
|
|
2024
Q2 | $310K | Hold |
1,828
| – | – | 0.09% | 162 |
|
|
2024
Q1 | $260K | Buy |
1,828
+128
| +8% | +$18.2K | 0.08% | 180 |
|
|
2023
Q4 | $251K | Buy |
+1,700
| New | +$251K | 0.08% | 181 |
|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$217K | – | 200 |
|
|
2023
Q2 | $217K | Buy |
+1,700
| New | +$217K | 0.07% | 190 |
|