Arete Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.52M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $583K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $221M | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $348K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $3.56M | Buy |
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