Sather Financial 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 | $368K | Hold |
1,796
| – | – | 0.02% | 77 |
|
|
2025
Q1 | $306K | Buy |
1,796
+266
| +17% | +$45.4K | 0.02% | 76 |
|
|
2024
Q4 | $278K | Sell |
1,530
-278
| -15% | -$50.6K | 0.02% | 76 |
|
|
2024
Q3 | $309K | Hold |
1,808
| – | – | 0.02% | 73 |
|
|
2024
Q2 | $306K | Sell |
1,808
-664
| -27% | -$113K | 0.02% | 67 |
|
|
2024
Q1 | $351K | Hold |
2,472
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $364K | Buy |
2,472
+12
| +0.5% | +$1.77K | 0.03% | 64 |
|
|
2023
Q3 | $288K | Buy |
2,460
+358
| +17% | +$42K | 0.02% | 78 |
|
|
2023
Q2 | $269K | Hold |
2,102
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $210K | Buy |
+2,102
| New | +$210K | 0.02% | 94 |
|
|
2022
Q4 | – | Sell |
-2,682
| Closed | -$220K | – | 107 |
|
|
2022
Q3 | $220K | Buy |
+2,682
| New | +$220K | 0.02% | 70 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$249K | – | 94 |
|
|
2022
Q1 | $249K | Buy |
+2,400
| New | +$249K | 0.02% | 84 |
|