Wormser Freres Gestion’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
$10.1M Buy
49,275
+29,817
+153% +$6.1M 6% 5
2025
Q1
$3.37M Buy
19,458
+18,156
+1,394% +$3.15M 2.06% 19
2024
Q4
$238K Buy
1,302
+482
+59% +$88K 0.14% 31
2024
Q3
$140K Hold
820
0.09% 33
2024
Q2
$144K Buy
+820
New +$144K 0.09% 32