St. Clair 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 | $3.23M | Buy |
15,800
+50
| +0.3% | +$10.2K | 0.85% | 22 |
|
2025
Q1 | $2.69M | Buy |
15,750
+500
| +3% | +$85.3K | 0.75% | 26 |
|
2024
Q4 | $2.77M | Sell |
15,250
-440
| -3% | -$80.1K | 0.8% | 26 |
|
2024
Q3 | $2.68M | Hold |
15,690
| – | – | 0.76% | 24 |
|
2024
Q2 | $2.66M | Buy |
15,690
+700
| +5% | +$119K | 0.85% | 22 |
|
2024
Q1 | $2.13M | Buy |
14,990
+1,000
| +7% | +$142K | 0.69% | 27 |
|
2023
Q4 | $2.06M | Hold |
13,990
| – | – | 0.71% | 27 |
|
2023
Q3 | $1.64M | Buy |
13,990
+290
| +2% | +$34K | 0.65% | 27 |
|
2023
Q2 | $1.75M | Hold |
13,700
| – | – | 0.68% | 26 |
|
2023
Q1 | $1.37M | Buy |
+13,700
| New | +$1.37M | 0.6% | 30 |
|