Annex Advisory Services’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
Q1
Sell
-1,288
Closed -$234K 329
2024
Q4
$234K Buy
+1,288
New +$234K 0.01% 275
2024
Q1
Sell
-2,202
Closed -$325K 299
2023
Q4
$325K Buy
+2,202
New +$325K 0.01% 208