Waterloo 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 | $1.74M | Buy |
8,525
+907
| +12% | +$186K | 0.14% | 145 |
|
|
2025
Q1 | $1.3M | Sell |
7,618
-1,011
| -12% | -$173K | 0.12% | 156 |
|
|
2024
Q4 | $1.57M | Buy |
8,629
+343
| +4% | +$62.4K | 0.17% | 138 |
|
|
2024
Q3 | $1.42M | Sell |
8,286
-1,906
| -19% | -$326K | 0.15% | 140 |
|
|
2024
Q2 | $1.73M | Sell |
10,192
-366
| -3% | -$62K | 0.21% | 109 |
|
|
2024
Q1 | $1.5M | Buy |
10,558
+1,696
| +19% | +$241K | 0.19% | 110 |
|
|
2023
Q4 | $1.31M | Buy |
+8,862
| New | +$1.31M | 0.21% | 110 |
|