TwinBeech Capital’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
$4M Sell
2025
Q1
$32.9M Sell
2024
Q4
$52.5M Buy
2024
Q3
$46.1M Buy
2023
Q4
Sell
2023
Q3
$57.6M Buy
2023
Q1
Sell
2022
Q4
$66.6M Buy
2021
Q3
Sell
2021
Q2
$2.71M Sell
2021
Q1
$4.04M Buy
2020
Q4
Sell
2020
Q3
$228K Buy