Rothschild Investment LLC’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 | $15.8M | Sell |
77,442
-6,322
| -8% | -$1.29M | 0.99% | 22 |
|
|
2025
Q1 | $14.3M | Sell |
83,764
-5,467
| -6% | -$933K | 0.96% | 22 |
|
|
2024
Q4 | $16.2M | Sell |
89,231
-8,811
| -9% | -$1.6M | 1.06% | 15 |
|
|
2024
Q3 | $16.8M | Sell |
98,042
-2,062
| -2% | -$352K | 1.1% | 18 |
|
|
2024
Q2 | $17M | Sell |
100,104
-16,944
| -14% | -$2.87M | 1.18% | 15 |
|
|
2024
Q1 | $16.6M | Sell |
117,048
-6,466
| -5% | -$919K | 1.2% | 16 |
|
|
2023
Q4 | $18.2M | Sell |
123,514
-2,628
| -2% | -$387K | 1.53% | 13 |
|
|
2023
Q3 | $14.8M | Sell |
126,142
-1,542
| -1% | -$181K | 1.25% | 16 |
|
|
2023
Q2 | $16.3M | Sell |
127,684
-16,586
| -11% | -$2.12M | 1.36% | 12 |
|
|
2023
Q1 | $14.4M | Sell |
144,270
-412
| -0.3% | -$41.1K | 1.26% | 15 |
|
|
2022
Q4 | $10.1M | Sell |
144,682
-12,712
| -8% | -$887K | 0.93% | 27 |
|
|
2022
Q3 | $12.9M | Sell |
157,394
-11,650
| -7% | -$954K | 1.28% | 12 |
|
|
2022
Q2 | $13.9M | Sell |
169,044
-1,440
| -0.8% | -$119K | 1.28% | 13 |
|
|
2022
Q1 | $17.7M | Sell |
170,484
-24,348
| -12% | -$2.53M | 1.39% | 10 |
|
|
2021
Q4 | $18.1M | Sell |
194,832
-2,088
| -1% | -$194K | 1.4% | 10 |
|
|
2021
Q3 | $15.7M | Sell |
196,920
-23,550
| -11% | -$1.88M | 1.32% | 11 |
|
|
2021
Q2 | $13.6M | Sell |
220,470
-1,200
| -0.5% | -$74.2K | 1.08% | 17 |
|
|
2021
Q1 | $11.9M | Sell |
221,670
-19,272
| -8% | -$1.03M | 1.03% | 18 |
|
|
2020
Q4 | $14.3M | Sell |
240,942
-4,662
| -2% | -$276K | 1.38% | 12 |
|
|
2020
Q3 | $10M | Buy |
245,604
+22,410
| +10% | +$914K | 1.09% | 15 |
|
|
2020
Q2 | $8.54M | Buy |
223,194
+22,452
| +11% | +$859K | 1.03% | 19 |
|
|
2020
Q1 | $5.49M | Buy |
200,742
+24,894
| +14% | +$680K | 0.72% | 37 |
|
|
2019
Q4 | $6.78M | Sell |
175,848
-2,322
| -1% | -$89.5K | 0.67% | 42 |
|
|
2019
Q3 | $6.05M | Buy |
178,170
+2,340
| +1% | +$79.5K | 0.71% | 43 |
|
|
2019
Q2 | $5.97M | Sell |
175,830
-2,550
| -1% | -$86.6K | 0.7% | 43 |
|
|
2019
Q1 | $7.22M | Sell |
178,380
-21,840
| -11% | -$884K | 0.85% | 39 |
|
|
2018
Q4 | $6.29M | Buy |
200,220
+4,890
| +3% | +$153K | 0.84% | 37 |
|
|
2018
Q3 | $7.33M | Sell |
195,330
-30,390
| -13% | -$1.14M | 0.86% | 33 |
|
|
2018
Q2 | $7.73M | Sell |
225,720
-47,820
| -17% | -$1.64M | 0.97% | 29 |
|
|
2018
Q1 | $8.28M | Sell |
273,540
-24,960
| -8% | -$755K | 1.06% | 29 |
|
|
2017
Q4 | $7.21M | Buy |
298,500
+120
| +0% | +$2.9K | 0.78% | 36 |
|
|
2017
Q3 | $7.17M | Sell |
298,380
-5,070
| -2% | -$122K | 0.81% | 34 |
|
|
2017
Q2 | $6.77M | Sell |
303,450
-2,010
| -0.7% | -$44.8K | 0.77% | 36 |
|
|
2017
Q1 | $5.74M | Buy |
305,460
+10,260
| +3% | +$193K | 0.67% | 39 |
|
|
2016
Q4 | $6.15M | Buy |
295,200
+58,470
| +25% | +$1.22M | 0.74% | 35 |
|
|
2016
Q3 | $6.29M | Buy |
236,730
+27,720
| +13% | +$736K | 0.77% | 31 |
|
|
2016
Q2 | $4.27M | Buy |
+209,010
| New | +$4.27M | 0.55% | 52 |
|