Thematics Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$20.9M Sell
2025
Q1
$18M Sell
2024
Q4
$20.9M Sell
2024
Q3
$31.1M Buy
2024
Q2
$28.6M Sell
2024
Q1
$24.1M Sell
2023
Q4
$27.2M Buy
2023
Q3
$18.8M Sell
2023
Q2
$29.6M Sell
2023
Q1
$24.8M Sell
2022
Q4
$22.5M Buy