Sandhill Capital Partners’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
$85.6M Buy
418,402
+1,924
+0.5% +$394K 6.15% 2
2025
Q1
$71.1M Sell
416,478
-8,123
-2% -$1.39M 5.84% 2
2024
Q4
$77.3M Sell
424,601
-30,339
-7% -$5.52M 6.06% 2
2024
Q3
$77.7M Sell
454,940
-7,128
-2% -$1.22M 5.54% 2
2024
Q2
$78.3M Sell
462,068
-5,424
-1% -$919K 6.01% 2
2024
Q1
$66.4M Buy
467,492
+10,656
+2% +$1.51M 5.31% 2
2023
Q4
$67.4M Sell
456,836
-84,206
-16% -$12.4M 5.6% 2
2023
Q3
$63.4M Sell
541,042
-3,614
-0.7% -$424K 5.93% 1
2023
Q2
$69.6M Sell
544,656
-3,998
-0.7% -$511K 6.34% 1
2023
Q1
$54.8M Sell
548,654
-8,726
-2% -$871K 5.25% 2
2022
Q4
$38.9M Buy
557,380
+50,038
+10% +$3.49M 4.15% 5
2022
Q3
$41.5M Sell
507,342
-27,912
-5% -$2.29M 4.74% 2
2022
Q2
$44.1M Sell
535,254
-72,156
-12% -$5.94M 4.71% 2
2022
Q1
$63M Sell
607,410
-10,074
-2% -$1.05M 5.42% 1
2021
Q4
$57.3M Buy
617,484
+6,624
+1% +$615K 4.45% 3
2021
Q3
$48.8M Buy
+610,860
New +$48.8M 3.91% 6