BWA
Blodgett Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
4,800
-150
| -3% | -$30.7K | 0.77% | 23 |
|
|
2025
Q1 | $845K | Hold |
4,950
| – | – | 0.72% | 27 |
|
|
2024
Q4 | $901K | Buy |
4,950
+2,850
| +136% | +$519K | 0.71% | 23 |
|
|
2024
Q3 | $718K | Sell |
2,100
-100
| -5% | -$34.2K | 0.6% | 28 |
|
|
2024
Q2 | $746K | Sell |
2,200
-590
| -21% | -$200K | 0.63% | 22 |
|
|
2024
Q1 | $793K | Buy |
2,790
+860
| +45% | +$244K | 0.72% | 25 |
|
|
2023
Q4 | $569K | Buy |
1,930
+630
| +48% | +$186K | 0.58% | 30 |
|
|
2023
Q3 | $305K | Buy |
1,300
+400
| +44% | +$93.8K | 0.33% | 44 |
|
|
2023
Q2 | $230K | Buy |
+900
| New | +$230K | 0.24% | 53 |
|