Simon Quick 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 | $1.72M | Buy |
8,393
+910
| +12% | +$186K | 0.07% | 165 |
|
|
2025
Q1 | $1.28M | Buy |
7,483
+1,048
| +16% | +$179K | 0.07% | 135 |
|
|
2024
Q4 | $1.17M | Buy |
6,435
+239
| +4% | +$43.5K | 0.07% | 130 |
|
|
2024
Q3 | $1.06M | Buy |
6,196
+818
| +15% | +$140K | 0.07% | 145 |
|
|
2024
Q2 | $912K | Buy |
5,378
+646
| +14% | +$110K | 0.06% | 142 |
|
|
2024
Q1 | $672K | Buy |
4,732
+178
| +4% | +$25.3K | 0.05% | 163 |
|
|
2023
Q4 | $671K | Buy |
4,554
+214
| +5% | +$31.6K | 0.06% | 143 |
|
|
2023
Q3 | $509K | Sell |
4,340
-1,648
| -28% | -$193K | 0.05% | 164 |
|
|
2023
Q2 | $765K | Buy |
5,988
+72
| +1% | +$9.2K | 0.07% | 123 |
|
|
2023
Q1 | $591K | Sell |
5,916
-674
| -10% | -$67.3K | 0.06% | 138 |
|
|
2022
Q4 | $460K | Buy |
6,590
+92
| +1% | +$6.42K | 0.05% | 136 |
|
|
2022
Q3 | $532K | Buy |
6,498
+318
| +5% | +$26K | 0.08% | 115 |
|
|
2022
Q2 | $516K | Buy |
6,180
+234
| +4% | +$19.5K | 0.07% | 117 |
|
|
2022
Q1 | $617K | Buy |
5,946
+66
| +1% | +$6.85K | 0.17% | 59 |
|
|
2021
Q4 | $546K | Sell |
5,880
-36
| -0.6% | -$3.34K | 0.15% | 64 |
|
|
2021
Q3 | $472K | Buy |
5,916
+636
| +12% | +$50.7K | 0.12% | 80 |
|
|
2021
Q2 | $326K | Hold |
5,280
| – | – | 0.09% | 86 |
|
|
2021
Q1 | $283K | Hold |
5,280
| – | – | 0.08% | 87 |
|
|
2020
Q4 | $313K | Sell |
5,280
-120
| -2% | -$7.11K | 0.09% | 80 |
|
|
2020
Q3 | $220K | Buy |
5,400
+120
| +2% | +$4.89K | 0.06% | 84 |
|
|
2020
Q2 | $202K | Hold |
5,280
| – | – | 0.08% | 82 |
|
|
2020
Q1 | $144K | Buy |
5,280
+3,876
| +276% | +$106K | 0.05% | 99 |
|
|
2019
Q4 | $54K | Buy |
+1,404
| New | +$54K | 0.02% | 214 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$815 | – | 482 |
|
|
2019
Q2 | $815 | Buy |
+24
| New | +$815 | ﹤0.01% | 426 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | – | – | 549 |
|
|
2017
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 528 |
|
|
2017
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 352 |
|
|
2017
Q1 | $0 | Sell |
18
-1,812
| -99% | – | ﹤0.01% | 371 |
|
|
2016
Q4 | $38K | Buy |
+1,830
| New | +$38K | 0.03% | 170 |
|