SFE Investment Counsel’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
$15.5M Buy
75,623
+2,698
+4% +$552K 2.72% 7
2025
Q1
$12.4M Buy
72,925
+2,959
+4% +$505K 2.49% 7
2024
Q4
$12.7M Sell
69,966
-2,516
-3% -$458K 2.7% 8
2024
Q3
$12.4M Buy
72,482
+48
+0.1% +$8.2K 2.58% 8
2024
Q2
$12.3M Buy
72,434
+3,006
+4% +$510K 2.72% 7
2024
Q1
$9.86M Sell
69,428
-9,656
-12% -$1.37M 2.23% 11
2023
Q4
$11.7M Sell
79,084
-4,456
-5% -$657K 3.04% 5
2023
Q3
$9.79M Sell
83,540
-2,602
-3% -$305K 2.85% 7
2023
Q2
$11M Sell
86,142
-5,404
-6% -$690K 3.11% 5
2023
Q1
$8.1M Sell
91,546
-7,852
-8% -$694K 2.5% 9
2022
Q4
$6.99M Sell
99,398
-634
-0.6% -$44.6K 2.18% 10
2022
Q3
$8.19M Sell
100,032
-48
-0% -$3.93K 2.58% 6
2022
Q2
$8.24M Sell
100,080
-1,704
-2% -$140K 2.46% 9
2022
Q1
$10.6M Sell
101,784
-21,120
-17% -$2.19M 2.67% 4
2021
Q4
$11.4M Sell
122,904
-3,402
-3% -$316K 2.93% 4
2021
Q3
$10.1M Sell
126,306
-6,582
-5% -$525K 2.82% 5
2021
Q2
$8.22M Sell
132,888
-1,512
-1% -$93.5K 2.26% 10
2021
Q1
$7.21M Sell
134,400
-9,162
-6% -$492K 2.1% 11
2020
Q4
$8.5M Buy
143,562
+6,708
+5% +$397K 2.7% 6
2020
Q3
$5.58M Sell
136,854
-3,174
-2% -$129K 2.23% 13
2020
Q2
$5.36M Buy
140,028
+9,744
+7% +$373K 2.37% 13
2020
Q1
$3.56M Buy
130,284
+2,922
+2% +$79.8K 1.96% 16
2019
Q4
$4.91M Sell
127,362
-48
-0% -$1.85K 2.01% 17
2019
Q3
$4.33M Buy
127,410
+6,348
+5% +$216K 1.83% 20
2019
Q2
$4.11M Buy
121,062
+12,384
+11% +$421K 1.76% 21
2019
Q1
$4.4M Sell
108,678
-10,536
-9% -$426K 1.98% 17
2018
Q4
$3.74M Buy
119,214
+660
+0.6% +$20.7K 1.91% 14
2018
Q3
$4.45M Sell
118,554
-5,652
-5% -$212K 1.71% 20
2018
Q2
$4.25M Sell
124,206
-20,070
-14% -$687K 1.76% 20
2018
Q1
$4.37M Sell
144,276
-27,900
-16% -$844K 2.26% 16
2017
Q4
$4.16M Sell
172,176
-3,618
-2% -$87.4K 1.68% 21
2017
Q3
$4.22M Sell
175,794
-14,436
-8% -$347K 1.78% 20
2017
Q2
$4.24M Buy
190,230
+7,578
+4% +$169K 1.72% 21
2017
Q1
$3.43M Buy
182,652
+40,170
+28% +$754K 1.26% 27
2016
Q4
$3.42M Buy
142,482
+61,302
+76% +$1.47M 1.32% 27
2016
Q3
$1.66M Hold
81,180
0.8% 39
2016
Q2
$1.66M Buy
81,180
+20,580
+34% +$421K 0.77% 40
2016
Q1
$1.65M Buy
60,600
+32,070
+112% +$872K 0.76% 39
2015
Q4
$838K Buy
28,530
+5,700
+25% +$167K 0.4% 57
2015
Q3
$654K Sell
22,830
-5,190
-19% -$149K 0.31% 70
2015
Q2
$816K Buy
28,020
+16,320
+139% +$475K 0.33% 67
2015
Q1
$285K Buy
+11,700
New +$285K 0.12% 85