Tortoise Investment 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 | $13.3K | Buy |
65
+28
| +76% | +$5.73K | ﹤0.01% | 564 |
|
|
2025
Q1 | $6.31K | Sell |
37
-227
| -86% | -$38.7K | ﹤0.01% | 613 |
|
|
2024
Q4 | $48K | Buy |
264
+36
| +16% | +$6.55K | 0.01% | 426 |
|
|
2024
Q3 | $39K | Buy |
228
+150
| +192% | +$25.6K | ﹤0.01% | 455 |
|
|
2024
Q2 | $13.2K | Sell |
78
-40
| -34% | -$6.78K | ﹤0.01% | 596 |
|
|
2024
Q1 | $16.8K | Buy |
118
+52
| +79% | +$7.39K | ﹤0.01% | 542 |
|
|
2023
Q4 | $9.73K | Sell |
66
-4
| -6% | -$590 | ﹤0.01% | 579 |
|
|
2023
Q3 | $8.21K | Sell |
70
-14
| -17% | -$1.64K | ﹤0.01% | 583 |
|
|
2023
Q2 | $10.7K | Sell |
84
-8
| -9% | -$1.02K | ﹤0.01% | 546 |
|
|
2023
Q1 | $9.19K | Buy |
92
+64
| +229% | +$6.39K | ﹤0.01% | 558 |
|
|
2022
Q4 | $1.95K | Hold |
28
| – | – | ﹤0.01% | 689 |
|
|
2022
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 692 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$1K | – | 536 |
|
|
2020
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 520 |
|
|
2019
Q4 | $2K | Hold |
48
| – | – | ﹤0.01% | 537 |
|
|
2019
Q3 | $2K | Hold |
48
| – | – | ﹤0.01% | 542 |
|
|
2019
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 560 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$3K | – | 562 |
|
|
2018
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 502 |
|
|
2018
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 483 |
|
|
2017
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 513 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$9K | – | 425 |
|
|
2015
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 304 |
|
|
2015
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 321 |
|