Beaird Harris 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
Q2 | $76.1K | Buy |
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|
2025
Q1 | $60.4K | Hold |
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|
2024
Q4 | $64.4K | Buy |
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|
2024
Q3 | $24.6K | Hold |
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|
2024
Q2 | $24.4K | Hold |
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|
2024
Q1 | $20.5K | Hold |
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|
2023
Q4 | $21.2K | Buy |
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|
2023
Q3 | $7.03K | Sell |
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|
2023
Q2 | $15.3K | Hold |
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|
2023
Q1 | $12K | Sell |
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|
2022
Q4 | $13.1K | Buy |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $11K | Buy |
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