Stony Point Capital’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
$68.6M Buy
335,007
+7,222
+2% +$1.48M 5.19% 2
2025
Q1
$55.9M Buy
327,785
+197,791
+152% +$33.8M 5.76% 1
2024
Q4
$23.7M Sell
129,994
-9,516
-7% -$1.73M 4.86% 2
2024
Q3
$23.8M Buy
139,510
+3,014
+2% +$515K 5.69% 1
2024
Q2
$23.1M Buy
136,496
+25,868
+23% +$4.38M 5.94% 2
2024
Q1
$15.7M Hold
110,628
5.16% 8
2023
Q4
$16.3M Buy
110,628
+41,396
+60% +$6.1M 5.39% 6
2023
Q3
$8.12M Buy
69,232
+12,688
+22% +$1.49M 2.76% 20
2023
Q2
$7.22M Buy
56,544
+2,202
+4% +$281K 2.34% 25
2023
Q1
$5.43M Sell
54,342
-32,352
-37% -$3.23M 1.93% 27
2022
Q4
$6.05M Buy
86,694
+4,170
+5% +$291K 2.14% 25
2022
Q3
$6.76M Sell
82,524
-38,400
-32% -$3.14M 2.44% 20
2022
Q2
$9.96M Hold
120,924
3.52% 14
2022
Q1
$12.5M Sell
120,924
-43,500
-26% -$4.51M 2.93% 16
2021
Q4
$15.3M Buy
164,424
+123,624
+303% +$11.5M 2.86% 16
2021
Q3
$3.26M Buy
+40,800
New +$3.26M 0.89% 32