Alteri Wealth’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
$712K Sell
3,480
-56
-2% -$11.5K 0.28% 94
2025
Q1
$603K Buy
3,536
+136
+4% +$23.2K 0.27% 93
2024
Q4
$619K Buy
+3,400
New +$619K 0.17% 91