Sage Mountain Advisors’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 | $914K | Buy |
4,466
+535
| +14% | +$109K | 0.06% | 156 |
|
|
2025
Q1 | $671K | Buy |
3,931
+60
| +2% | +$10.2K | 0.05% | 173 |
|
|
2024
Q4 | $704K | Buy |
3,871
+15
| +0.4% | +$2.73K | 0.05% | 162 |
|
|
2024
Q3 | $659K | Buy |
3,856
+168
| +5% | +$28.7K | 0.06% | 159 |
|
|
2024
Q2 | $625K | Buy |
3,688
+996
| +37% | +$169K | 0.06% | 145 |
|
|
2024
Q1 | $382K | Buy |
2,692
+124
| +5% | +$17.6K | 0.04% | 200 |
|
|
2023
Q4 | $379K | Buy |
2,568
+696
| +37% | +$103K | 0.04% | 166 |
|
|
2023
Q3 | $219K | Buy |
+1,872
| New | +$219K | 0.03% | 234 |
|