Tran Capital 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
$38.3M Sell
2025
Q1
$32.3M Sell
2024
Q4
$37.6M Sell
2024
Q3
$37.1M Sell
2024
Q2
$44M Sell
2024
Q1
$37.8M Buy
2023
Q4
$24.6M Buy
2023
Q3
$17.1M Sell
2023
Q2
$43.8M Sell
2023
Q1
$53.9M Sell
2022
Q4
$40.9M Sell
2022
Q3
$50.9M Sell
2022
Q2
$51.6M Sell
2022
Q1
$67.2M Sell
2021
Q4
$74.5M Sell
2021
Q3
$65.8M Sell
2021
Q2
$53M Buy
2021
Q1
$46M Sell
2020
Q4
$56.7M Buy
2020
Q3
$37.9M Buy
2020
Q2
$23.8M Buy
2020
Q1
$14.4M Buy