Westside 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 | $411K | Buy |
2,025
+578
| +40% | +$117K | 0.08% | 182 |
|
|
2025
Q1 | $247K | Buy |
1,447
+199
| +16% | +$34K | 0.05% | 211 |
|
|
2024
Q4 | $227K | Sell |
1,248
-16
| -1% | -$2.91K | 0.05% | 215 |
|
|
2024
Q3 | $211K | Hold |
1,264
| – | – | 0.04% | 230 |
|
|
2024
Q2 | $214K | Hold |
1,264
| – | – | 0.05% | 220 |
|
|
2024
Q1 | $179K | Hold |
1,264
| – | – | 0.04% | 242 |
|
|
2023
Q4 | $186K | Buy |
1,264
+16
| +1% | +$2.36K | 0.05% | 217 |
|
|
2023
Q3 | $146K | Hold |
1,248
| – | – | 0.04% | 232 |
|
|
2023
Q2 | $159K | Hold |
1,248
| – | – | 0.05% | 226 |
|
|
2023
Q1 | $125K | Hold |
1,248
| – | – | 0.04% | 249 |
|
|
2022
Q4 | $20.8K | Buy |
1,248
+400
| +47% | +$6.68K | 0.05% | 167 |
|
|
2022
Q3 | $24.6K | Buy |
848
+500
| +144% | +$14.5K | 0.06% | 168 |
|
|
2022
Q2 | $28 | Hold |
348
| – | – | ﹤0.01% | 472 |
|
|
2022
Q1 | $36 | Hold |
348
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $32 | Hold |
348
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $27 | Hold |
348
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $21 | Hold |
348
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $18 | Sell |
348
-84
| -19% | -$4 | ﹤0.01% | 476 |
|
|
2020
Q4 | $25 | Hold |
432
| – | – | ﹤0.01% | 403 |
|
|
2020
Q3 | $17 | Hold |
432
| – | – | ﹤0.01% | 444 |
|
|
2020
Q2 | $16 | Hold |
432
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $11 | Buy |
+432
| New | +$11 | ﹤0.01% | 455 |
|
|
2019
Q2 | $15 | Buy |
+450
| New | +$15 | ﹤0.01% | 425 |
|
|
2018
Q4 | $4.71K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2018
Q3 | $5.62K | Hold |
150
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $5.24K | Hold |
150
| – | – | ﹤0.01% | 675 |
|
|
2018
Q1 | $4.5K | Hold |
150
| – | – | ﹤0.01% | 675 |
|
|
2017
Q4 | $3.84K | Hold |
150
| – | – | ﹤0.01% | 719 |
|
|
2017
Q3 | $3.66K | Hold |
150
| – | – | ﹤0.01% | 698 |
|
|
2017
Q2 | $3.44K | Hold |
150
| – | – | ﹤0.01% | 705 |
|
|
2017
Q1 | $2.7K | Hold |
150
| – | – | ﹤0.01% | 688 |
|
|
2016
Q4 | $3.44K | Buy |
+150
| New | +$3.44K | ﹤0.01% | 555 |
|