RSWM
Robertson Stephens Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
20,736
+18,224
| +725% | +$3.73M | 0.14% | 116 |
|
|
2025
Q1 | $429K | Sell |
2,512
-414
| -14% | -$70.6K | 0.01% | 386 |
|
|
2024
Q4 | $532K | Buy |
2,926
+1,301
| +80% | +$237K | 0.02% | 344 |
|
|
2024
Q3 | $555K | Sell |
1,625
-732
| -31% | -$250K | 0.02% | 387 |
|
|
2024
Q2 | $799K | Sell |
2,357
-113
| -5% | -$38.3K | 0.04% | 261 |
|
|
2024
Q1 | $702K | Buy |
2,470
+487
| +25% | +$138K | 0.04% | 283 |
|
|
2023
Q4 | $585K | Sell |
1,983
-1,775
| -47% | -$523K | 0.04% | 285 |
|
|
2023
Q3 | $881K | Buy |
3,758
+2,001
| +114% | +$469K | 0.06% | 224 |
|
|
2023
Q2 | $449K | Sell |
1,757
-202
| -10% | -$51.6K | 0.03% | 294 |
|
|
2023
Q1 | $391K | Buy |
1,959
+366
| +23% | +$73.1K | 0.03% | 326 |
|
|
2022
Q4 | $222K | Buy |
1,593
+147
| +10% | +$20.5K | 0.02% | 380 |
|
|
2022
Q3 | $236K | Buy |
1,446
+889
| +160% | +$145K | 0.02% | 316 |
|
|
2022
Q2 | $275K | Buy |
557
+87
| +19% | +$43K | 0.03% | 301 |
|
|
2022
Q1 | $292K | Buy |
470
+39
| +9% | +$24.2K | 0.02% | 315 |
|
|
2021
Q4 | $239K | Buy |
+431
| New | +$239K | 0.02% | 355 |
|