BWA
BlueSky 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 | – | Sell |
-1,200
| Closed | -$205K | – | 74 |
|
|
2025
Q1 | $205K | Hold |
1,200
| – | – | 0.03% | 71 |
|
|
2024
Q4 | $218K | Buy |
1,200
+600
| +100% | +$109K | 0.03% | 71 |
|
|
2024
Q3 | $205K | Hold |
600
| – | – | 0.03% | 73 |
|
|
2024
Q2 | $203K | Buy |
+600
| New | +$203K | 0.03% | 74 |
|