White Elm 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
2019
Q4
Sell
-422,628
Closed -$14.4M 29
2019
Q3
$14.4M Sell
422,628
-79,200
-16% -$2.69M 3.71% 12
2019
Q2
$17M Buy
501,828
+49,428
+11% +$1.68M 4.19% 13
2019
Q1
$18.3M Sell
452,400
-49,800
-10% -$2.02M 4.82% 4
2018
Q4
$15.8M Buy
502,200
+166,200
+49% +$5.22M 4.39% 9
2018
Q3
$12.6M Buy
336,000
+75,600
+29% +$2.84M 3% 18
2018
Q2
$8.92M Buy
+260,400
New +$8.92M 2.13% 22