Bartlett & Co Wealth Management’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 | $36.3M | Buy |
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|
2025
Q2 | $733K | Buy |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $600K | Hold |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $43.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.45K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $972 | Buy |
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