TwinBeech Capital’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 | $4M | Sell |
19,540
-173,098
| -90% | -$35.4M | 0.09% | 235 |
|
|
2025
Q1 | $32.9M | Sell |
192,638
-95,936
| -33% | -$16.4M | 0.6% | 47 |
|
|
2024
Q4 | $52.5M | Buy |
288,574
+19,092
| +7% | +$3.47M | 0.9% | 30 |
|
|
2024
Q3 | $46.1M | Buy |
+269,482
| New | +$46.1M | 0.88% | 21 |
|
|
2023
Q4 | – | Sell |
-491,208
| Closed | -$57.6M | – | 848 |
|
|
2023
Q3 | $57.6M | Buy |
+491,208
| New | +$57.6M | 1.11% | 11 |
|
|
2023
Q1 | – | Sell |
-954,418
| Closed | -$66.6M | – | 816 |
|
|
2022
Q4 | $66.6M | Buy |
+954,418
| New | +$66.6M | 1.27% | 5 |
|
|
2021
Q3 | – | Sell |
-43,854
| Closed | -$2.71M | – | 712 |
|
|
2021
Q2 | $2.71M | Sell |
43,854
-31,446
| -42% | -$1.94M | 0.33% | 94 |
|
|
2021
Q1 | $4.04M | Buy |
+75,300
| New | +$4.04M | 0.59% | 44 |
|
|
2020
Q4 | – | Sell |
-5,580
| Closed | -$228K | – | 569 |
|
|
2020
Q3 | $228K | Buy |
+5,580
| New | +$228K | 0.05% | 379 |
|