AO
Advisor OS’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Sell |
3,788
-139
| -4% | -$28.4K | 0.08% | 189 |
|
|
2025
Q1 | $670K | Buy |
3,927
+40
| +1% | +$6.83K | 0.08% | 182 |
|
|
2024
Q4 | $707K | Buy |
3,887
+1,670
| +75% | +$304K | 0.08% | 167 |
|
|
2024
Q3 | $758K | Sell |
2,217
-48
| -2% | -$16.4K | 0.08% | 193 |
|
|
2024
Q2 | $768K | Sell |
2,265
-2,523
| -53% | -$855K | 0.08% | 188 |
|
|
2024
Q1 | $1.36M | Sell |
4,788
-362
| -7% | -$103K | 0.16% | 119 |
|
|
2023
Q4 | $1.52M | Buy |
5,150
+609
| +13% | +$180K | 0.2% | 89 |
|
|
2023
Q3 | $1.06M | Buy |
4,541
+3,455
| +318% | +$810K | 0.16% | 122 |
|
|
2023
Q2 | $277K | Buy |
+1,086
| New | +$277K | 0.05% | 243 |
|