AWA
Aaron Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
3,618
-5
| -0.1% | -$1.02K | 0.08% | 167 |
|
|
2025
Q1 | $618K | Buy |
3,623
+273
| +8% | +$46.6K | 0.07% | 179 |
|
|
2024
Q4 | $610K | Buy |
3,350
+1,855
| +124% | +$338K | 0.07% | 169 |
|
|
2024
Q3 | $511K | Buy |
1,495
+290
| +24% | +$99.1K | 0.06% | 187 |
|
|
2024
Q2 | $409K | Buy |
1,205
+426
| +55% | +$144K | 0.06% | 188 |
|
|
2024
Q1 | $221K | Buy |
779
+79
| +11% | +$22.4K | 0.03% | 275 |
|
|
2023
Q4 | $206K | Buy |
+700
| New | +$206K | 0.03% | 244 |
|
|
2022
Q2 | – | Sell |
-78,436
| Closed | -$126K | – | 650 |
|
|
2022
Q1 | $126K | Buy |
+78,436
| New | +$126K | ﹤0.01% | 861 |
|