Bordeaux Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,574
Closed -$269K 168
2024
Q3
$269K Buy
1,574
+252
+19% +$43.1K 0.05% 132
2024
Q2
$224K Sell
1,322
-412
-24% -$69.8K 0.04% 124
2024
Q1
$246K Sell
1,734
-196
-10% -$27.8K 0.08% 94
2023
Q4
$285K Buy
+1,930
New +$285K 0.1% 87