Sustainable Insight Capital Management’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
$14.3M Sell
70,100
-3,716
-5% -$760K 6.49% 6
2025
Q1
$12.6M Sell
73,816
-12,190
-14% -$2.08M 6.27% 3
2024
Q4
$15.6M Sell
86,006
-3,594
-4% -$654K 6.85% 3
2024
Q3
$15.3M Buy
89,600
+1,600
+2% +$273K 6.94% 3
2024
Q2
$14.9M Buy
+88,000
New +$14.9M 7.47% 4
2024
Q1
Sell
-2,000
Closed -$295K 78
2023
Q4
$295K Buy
+2,000
New +$295K 0.24% 45