AGH Wealth Advisors’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
$376K Buy
1,837
+95
+5% +$19.4K 0.31% 66
2025
Q1
$297K Sell
1,742
-69
-4% -$11.8K 0.29% 84
2024
Q4
$330K Buy
+1,811
New +$330K 0.31% 76