Sargent Investment Group’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 | $289K | Sell |
1,673
-51
| -3% | -$8.82K | 0.04% | 196 |
|
|
2025
Q1 | $294K | Buy |
1,724
+265
| +18% | +$45.2K | 0.05% | 190 |
|
|
2024
Q4 | $245K | Buy |
1,459
+83
| +6% | +$13.9K | 0.04% | 206 |
|
|
2024
Q3 | $235K | Buy |
1,376
+36
| +3% | +$6.15K | 0.04% | 189 |
|
|
2024
Q2 | $227K | Buy |
+1,340
| New | +$227K | 0.05% | 194 |
|
|
2024
Q1 | – | Sell |
-2,774
| Closed | -$409K | – | 215 |
|
|
2023
Q4 | $409K | Buy |
2,774
+620
| +29% | +$91.4K | 0.09% | 135 |
|
|
2023
Q3 | $252K | Buy |
+2,154
| New | +$252K | 0.06% | 169 |
|
|
2023
Q2 | – | Sell |
-2,130
| Closed | -$209K | – | 202 |
|
|
2023
Q1 | $209K | Buy |
+2,130
| New | +$209K | 0.06% | 179 |
|
|
2022
Q2 | – | Sell |
-2,100
| Closed | -$218K | – | 196 |
|
|
2022
Q1 | $218K | Buy |
+2,100
| New | +$218K | 0.05% | 170 |
|