Sitrin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
28,161
-2,529
| -8% | -$518K | 2.94% | 18 |
|
|
2025
Q1 | $5.24M | Buy |
30,690
+261
| +0.9% | +$44.5K | 2.83% | 20 |
|
|
2024
Q4 | $5.54M | Buy |
30,429
+347
| +1% | +$63.1K | 2.79% | 17 |
|
|
2024
Q3 | $5.14M | Buy |
30,082
+6,106
| +25% | +$1.04M | 2.57% | 24 |
|
|
2024
Q2 | $4.06M | Buy |
23,976
+130
| +0.5% | +$22K | 2.16% | 27 |
|
|
2024
Q1 | $3.39M | Sell |
23,846
-78
| -0.3% | -$11.1K | 1.85% | 30 |
|
|
2023
Q4 | $3.53M | Buy |
+23,924
| New | +$3.53M | 2.06% | 30 |
|
|
2020
Q1 | – | Sell |
-202,362
| Closed | -$7.8M | – | 43 |
|
|
2019
Q4 | $7.8M | Buy |
202,362
+1,962
| +1% | +$75.6K | 3.99% | 6 |
|
|
2019
Q3 | $6.81M | Sell |
200,400
-1,350
| -0.7% | -$45.9K | 3.72% | 9 |
|
|
2019
Q2 | $6.85M | Buy |
201,750
+70,878
| +54% | +$2.41M | 3.65% | 9 |
|
|
2019
Q1 | $5.3M | Sell |
130,872
-34,176
| -21% | -$1.38M | 2.84% | 21 |
|
|
2018
Q4 | $5.18M | Sell |
165,048
-126
| -0.1% | -$3.96K | 3.16% | 21 |
|
|
2018
Q3 | $6.2M | Sell |
165,174
-40,428
| -20% | -$1.52M | 3.33% | 17 |
|
|
2018
Q2 | $7.04M | Buy |
205,602
+12,288
| +6% | +$421K | 4% | 2 |
|
|
2018
Q1 | $5.85M | Buy |
193,314
+534
| +0.3% | +$16.2K | 3.77% | 5 |
|
|
2017
Q4 | $4.66M | Sell |
192,780
-2,724
| -1% | -$65.8K | 2.94% | 20 |
|
|
2017
Q3 | $4.7M | Buy |
+195,504
| New | +$4.7M | 3.02% | 16 |
|