SAM
Smithbridge Asset Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.28M | Sell |
40,455
-2,222
| -5% | -$455K | 1.45% | 25 |
|
|
2025
Q1 | $7.28M | Buy |
+42,677
| New | +$7.28M | 1.35% | 28 |
|
|
2024
Q3 | $7.83M | Buy |
22,906
+9,737
| +74% | +$3.33M | 1.35% | 25 |
|
|
2024
Q2 | $4.46M | Sell |
13,169
-1,638
| -11% | -$555K | 0.93% | 35 |
|
|
2024
Q1 | $4.21M | Sell |
14,807
-898
| -6% | -$255K | 0.87% | 43 |
|
|
2023
Q4 | $4.63M | Buy |
15,705
+14,805
| +1,645% | +$4.37M | 1.05% | 35 |
|
|
2023
Q3 | $211K | Hold |
900
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $230K | Buy |
+900
| New | +$230K | 0.05% | 135 |
|