CWM
Cahaba Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Hold |
4,287
| – | – | 0.07% | 60 |
|
|
2025
Q1 | $732K | Buy |
4,287
+7
| +0.2% | +$1.19K | 0.06% | 67 |
|
|
2024
Q4 | $779K | Buy |
4,280
+2,140
| +100% | +$389K | 0.06% | 66 |
|
|
2024
Q3 | $731K | Sell |
2,140
-28
| -1% | -$9.57K | 0.06% | 72 |
|
|
2024
Q2 | $735K | Buy |
2,168
+8
| +0.4% | +$2.71K | 0.06% | 65 |
|
|
2024
Q1 | $614K | Hold |
2,160
| – | – | 0.06% | 74 |
|
|
2023
Q4 | $637K | Hold |
2,160
| – | – | 0.06% | 67 |
|
|
2023
Q3 | $506K | Buy |
+2,160
| New | +$506K | 0.06% | 77 |
|