Summit X LLC’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
$948K Sell
4,631
-4,419
-49% -$904K 0.18% 101
2025
Q1
$1.54M Buy
9,050
+4,625
+105% +$789K 0.32% 63
2024
Q4
$805K Buy
4,425
+195
+5% +$35.5K 0.18% 90
2024
Q3
$717K Buy
4,230
+378
+10% +$64.1K 0.17% 97
2024
Q2
$654K Buy
3,852
+692
+22% +$117K 0.15% 108
2024
Q1
$450K Buy
3,160
+604
+24% +$85.9K 0.12% 122
2023
Q4
$377K Buy
+2,556
New +$377K 0.11% 128
2023
Q3
Sell
-1,648
Closed -$211K 254
2023
Q2
$211K Buy
+1,648
New +$211K 0.05% 254
2020
Q4
Sell
-1,668
Closed -$1.47K 377
2020
Q3
$1.47K Buy
+1,668
New +$1.47K 0.02% 207
2017
Q4
Sell
-9,942
Closed -$237K 184
2017
Q3
$237K Buy
9,942
+642
+7% +$15.3K 0.16% 157
2017
Q2
$205K Buy
+9,300
New +$205K 0.15% 169