CWA
Canvas 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 | $6.32M | Buy |
30,919
+996
| +3% | +$204K | 1.25% | 20 |
|
|
2025
Q1 | $4.9M | Buy |
29,923
+9,501
| +47% | +$1.55M | 1.26% | 21 |
|
|
2024
Q4 | $3.72M | Buy |
20,422
+9,613
| +89% | +$1.75M | 0.93% | 27 |
|
|
2024
Q3 | $3.69M | Sell |
10,809
-101
| -0.9% | -$34.5K | 1.02% | 26 |
|
|
2024
Q2 | $3.46M | Sell |
10,910
-239
| -2% | -$75.9K | 1.07% | 25 |
|
|
2024
Q1 | $3.09M | Buy |
11,149
+2,383
| +27% | +$661K | 1.04% | 25 |
|
|
2023
Q4 | $2.85M | Sell |
8,766
-933
| -10% | -$303K | 1.04% | 25 |
|
|
2023
Q3 | $2.36M | Buy |
9,699
+2,743
| +39% | +$667K | 0.97% | 25 |
|
|
2023
Q2 | $1.69M | Sell |
6,956
-507
| -7% | -$123K | 0.63% | 31 |
|
|
2023
Q1 | $1.38M | Sell |
7,463
-3,953
| -35% | -$732K | 0.58% | 33 |
|
|
2022
Q4 | $1.62M | Buy |
11,416
+149
| +1% | +$21.1K | 0.68% | 32 |
|
|
2022
Q3 | $1.88M | Buy |
11,267
+10,053
| +828% | +$1.68M | 0.8% | 28 |
|
|
2022
Q2 | $600K | Buy |
1,214
+597
| +97% | +$295K | 0.24% | 67 |
|
|
2022
Q1 | $344K | Buy |
+617
| New | +$344K | 0.13% | 111 |
|