Sequent Asset Management’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 | $257K | Sell |
1,254
-80
| -6% | -$16.4K | 0.2% | 62 |
|
|
2025
Q1 | $228K | Hold |
1,334
| – | – | 0.13% | 78 |
|
|
2024
Q4 | $243K | Hold |
1,334
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $228K | Sell |
1,334
-1,144
| -46% | -$196K | 0.11% | 83 |
|
|
2024
Q2 | $420K | Hold |
2,478
| – | – | 0.21% | 54 |
|
|
2024
Q1 | $352K | Hold |
2,478
| – | – | 0.19% | 55 |
|
|
2023
Q4 | $365K | Buy |
+2,478
| New | +$365K | 0.21% | 53 |
|