Avantax Planning Partners’s Palo Alto Networks PANW Stock Holding History

Avantax Planning Partners’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$986K	Buy
2025 Q2	$862K	Buy
2025 Q1	$585K	Buy
2024 Q1	–	Sell
2023 Q4	$394K	Buy
2018 Q4	–	Sell
2018 Q3	$33K	Buy
2018 Q2	–	Sell
2018 Q1	$31K	Buy