Zimmermann Investment Management & Planning’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,224
| Closed | -$2.6M | – | 92 |
|
|
2024
Q3 | $2.6M | Buy |
15,224
+2,342
| +18% | +$400K | 0.8% | 34 |
|
|
2024
Q2 | $2.18M | Sell |
12,882
-2,712
| -17% | -$460K | 0.73% | 37 |
|
|
2024
Q1 | $2.22M | Buy |
15,594
+660
| +4% | +$93.8K | 0.8% | 38 |
|
|
2023
Q4 | $2.2M | Buy |
14,934
+416
| +3% | +$61.3K | 0.9% | 34 |
|
|
2023
Q3 | $1.7M | Buy |
14,518
+244
| +2% | +$28.6K | 0.82% | 37 |
|
|
2023
Q2 | $1.82M | Buy |
14,274
+226
| +2% | +$28.9K | 0.85% | 38 |
|
|
2023
Q1 | $1.4M | Buy |
14,048
+3,094
| +28% | +$309K | 0.73% | 39 |
|
|
2022
Q4 | $764K | Buy |
10,954
+2,796
| +34% | +$195K | 0.44% | 43 |
|
|
2022
Q3 | $668K | Buy |
+8,158
| New | +$668K | 0.42% | 43 |
|