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 |
|