Alera Investment 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
2024
Q3
$229K Buy
1,338
+62
+5% +$10.6K 0.03% 254
2024
Q2
$216K Buy
+1,276
New +$216K 0.03% 248
2019
Q2
Sell
-306
Closed -$12K 730
2019
Q1
$12K Buy
306
+132
+76% +$5.18K 0.01% 423
2018
Q4
$5K Buy
+174
New +$5K ﹤0.01% 606