Stonegate Investment Group’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
$83.3M Sell
406,892
-1,875
-0.5% -$384K 2.09% 14
2025
Q1
$69.8M Sell
408,767
-2,634
-0.6% -$449K 1.86% 20
2024
Q4
$74.9M Sell
411,401
-21,415
-5% -$3.9M 2% 18
2024
Q3
$74M Sell
432,816
-8,590
-2% -$1.47M 1.95% 17
2024
Q2
$74.8M Buy
441,406
+195,808
+80% +$33.2M 2.16% 15
2024
Q1
$34.9M Buy
245,598
+9,114
+4% +$1.29M 1.09% 32
2023
Q4
$34.9M Buy
236,484
+180,034
+319% +$26.5M 1.15% 33
2023
Q3
$6.62M Buy
56,450
+310
+0.6% +$36.3K 0.24% 56
2023
Q2
$7.17M Buy
56,140
+10,532
+23% +$1.35M 0.26% 58
2023
Q1
$4.55M Buy
45,608
+12,550
+38% +$1.25M 0.17% 67
2022
Q4
$2.31M Buy
33,058
+25,102
+316% +$1.75M 0.1% 92
2022
Q3
$652K Buy
7,956
+330
+4% +$27K 0.03% 161
2022
Q2
$628K Buy
7,626
+4,494
+143% +$370K 0.03% 167
2022
Q1
$325K Sell
3,132
-606
-16% -$62.9K 0.01% 200
2021
Q4
$347K Buy
+3,738
New +$347K 0.01% 199