Steel Grove Capital 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 | $208K | Buy |
+1,014
| New | +$208K | 0.02% | 169 |
|
|
2024
Q4 | – | Sell |
-1,254
| Closed | -$211K | – | 192 |
|
|
2024
Q3 | $211K | Sell |
1,254
-48
| -4% | -$8.06K | 0.03% | 165 |
|
|
2024
Q2 | $221K | Sell |
1,302
-652
| -33% | -$111K | 0.03% | 167 |
|
|
2024
Q1 | $278K | Buy |
1,954
+530
| +37% | +$75.3K | 0.04% | 174 |
|
|
2023
Q4 | $210K | Buy |
+1,424
| New | +$210K | 0.03% | 180 |
|
|
2019
Q1 | – | Sell |
-18,510
| Closed | -$581K | – | 234 |
|
|
2018
Q4 | $581K | Buy |
18,510
+378
| +2% | +$11.9K | 0.08% | 182 |
|
|
2018
Q3 | $681K | Sell |
18,132
-3,342
| -16% | -$126K | 0.1% | 169 |
|
|
2018
Q2 | $735K | Buy |
21,474
+546
| +3% | +$18.7K | 0.12% | 153 |
|
|
2018
Q1 | $633K | Sell |
20,928
-3,234
| -13% | -$97.8K | 0.1% | 188 |
|
|
2017
Q4 | $584K | Hold |
24,162
| – | – | 0.09% | 192 |
|
|
2017
Q3 | $580K | Buy |
24,162
+5,634
| +30% | +$135K | 0.1% | 152 |
|
|
2017
Q2 | $413K | Buy |
+18,528
| New | +$413K | 0.07% | 194 |
|