Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $223K | Hold |
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|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $133K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $74.1K | Sell |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $56K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $34K | Buy |
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