Arbor Trust 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 | $1.51M | Buy |
7,365
+180
| +3% | +$36.8K | 0.74% | 40 |
|
|
2025
Q1 | $1.23M | Buy |
7,185
+271
| +4% | +$46.2K | 0.58% | 42 |
|
|
2024
Q4 | $1.26M | Buy |
6,914
+1,616
| +31% | +$294K | 0.59% | 43 |
|
|
2024
Q3 | $898K | Hold |
5,298
| – | – | 0.47% | 49 |
|
|
2024
Q2 | $898K | Buy |
5,298
+614
| +13% | +$104K | 0.47% | 49 |
|
|
2024
Q1 | $658K | Buy |
4,684
+700
| +18% | +$98.4K | 0.36% | 57 |
|
|
2023
Q4 | $587K | Buy |
+3,984
| New | +$587K | 0.35% | 61 |
|