Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
BTWM
Brass Tax Wealth Management’s
Palo Alto Networks
PANW
Stock Holding History
Brass Tax Wealth Management’s Portfolio
PANW Stock Details
PANW Fund Activity
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
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close