Brass Tax Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
1,366
+118
+9% +$24.1K 0.05% 171
2025
Q1
$213K Hold
1,248
0.04% 206
2024
Q4
$227K Hold
1,248
0.05% 186
2024
Q3
$213K Sell
1,248
-90
-7% -$15.4K 0.05% 187
2024
Q2
$227K Buy
+1,338
New +$227K 0.1% 129