Sirios Capital 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
2024
Q2
Sell
-7,530
Closed -$1.07M 66
2024
Q1
$1.07M Sell
7,530
-7,082
-48% -$1.01M 0.2% 50
2023
Q4
$2.15M Sell
14,612
-3,358
-19% -$495K 0.44% 43
2023
Q3
$2.11M Buy
17,970
+2,744
+18% +$322K 0.4% 42
2023
Q2
$1.95M Sell
15,226
-13,200
-46% -$1.69M 0.34% 41
2023
Q1
$2.84M Sell
28,426
-2,556
-8% -$255K 0.5% 42
2022
Q4
$2.16M Buy
30,982
+3,000
+11% +$209K 0.4% 41
2022
Q3
$2.29M Buy
+27,982
New +$2.29M 0.42% 40
2018
Q1
Sell
-848,844
Closed -$20.5M 56
2017
Q4
$20.5M Sell
848,844
-1,156,242
-58% -$27.9M 1.02% 36
2017
Q3
$48.2M Buy
2,005,086
+186,066
+10% +$4.47M 2.52% 16
2017
Q2
$40.6M Buy
+1,819,020
New +$40.6M 2.01% 17