Baron Wealth Management’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
$401K Buy
1,958
+68
+4% +$13.9K 0.14% 107
2025
Q1
$323K Buy
1,890
+646
+52% +$110K 0.14% 120
2024
Q4
$226K Buy
+1,244
New +$226K 0.11% 161
2024
Q3
Sell
-1,200
Closed -$203K 215
2024
Q2
$203K Buy
+1,200
New +$203K 0.11% 169