BHWM
Bar Harbor Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
17,712
-231
| -1% | -$47.3K | 0.23% | 95 |
|
|
2025
Q1 | $3.06M | Sell |
17,943
-159
| -0.9% | -$27.1K | 0.2% | 106 |
|
|
2024
Q4 | $3.29M | Buy |
18,102
+9,610
| +113% | +$1.75M | 0.22% | 99 |
|
|
2024
Q3 | $2.9M | Sell |
8,492
-62
| -0.7% | -$21.2K | 0.19% | 113 |
|
|
2024
Q2 | $2.9M | Sell |
8,554
-7
| -0.1% | -$2.37K | 0.19% | 105 |
|
|
2024
Q1 | $2.43M | Buy |
8,561
+3,652
| +74% | +$1.04M | 0.16% | 122 |
|
|
2023
Q4 | $1.45M | Buy |
+4,909
| New | +$1.45M | 0.11% | 131 |
|
|
2014
Q2 | – | Sell |
-8,052
| Closed | -$552K | – | 254 |
|
|
2014
Q1 | $552K | Buy |
8,052
+1,646
| +26% | +$113K | 0.07% | 177 |
|
|
2013
Q4 | $368K | Buy |
6,406
+1,365
| +27% | +$78.4K | 0.05% | 199 |
|
|
2013
Q3 | $231K | Buy |
+5,041
| New | +$231K | 0.03% | 229 |
|