Sierra Summit Advisors’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 | $12.8M | Sell |
62,439
-2,192
| -3% | -$449K | 2.27% | 13 |
|
|
2025
Q1 | $11M | Sell |
64,631
-12,008
| -16% | -$2.05M | 2.39% | 9 |
|
|
2024
Q4 | $13.9M | Buy |
76,639
+5,865
| +8% | +$1.07M | 2.8% | 7 |
|
|
2024
Q3 | $12.1M | Buy |
70,774
+2,536
| +4% | +$433K | 2.78% | 8 |
|
|
2024
Q2 | $11.6M | Buy |
68,238
+12,696
| +23% | +$2.15M | 2.87% | 6 |
|
|
2024
Q1 | $7.89M | Buy |
55,542
+2,312
| +4% | +$328K | 2.15% | 19 |
|
|
2023
Q4 | $7.85M | Buy |
+53,230
| New | +$7.85M | 2.29% | 10 |
|