Cape Investment Advisory’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$79.8K Sell
2025
Q1
$70K Sell
2024
Q4
$75K Buy
2024
Q3
$47.5K Buy
2024
Q2
$3.05K Sell
2024
Q1
$31K Buy
2023
Q4
$2.65K Hold
2023
Q3
$2.11K Hold
2023
Q2
$2.3K Hold
2023
Q1
$1.8K Buy