Robertson Stephens Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $585K | Sell |
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|
2023
Q3 | $881K | Buy |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $391K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $239K | Buy |
|