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Carolina Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Carolina Wealth Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$10.3K – 335
2024
Q3 		$10.3K Hold
60
– – 0.01% 170
2024
Q2 		$10.2K Hold
60
– – 0.01% 138
2024
Q1 		$8.52K Hold
60
– – ﹤0.01% 150
2023
Q4 		$8.85K Hold
60
– – ﹤0.01% 163
2023
Q3 		$7.03K Hold
60
– – ﹤0.01% 177
2023
Q2 		$7.67K Hold
60
– – ﹤0.01% 161
2023
Q1 		$5.99K Hold
60
– – ﹤0.01% 168
2022
Q4 		$4K Hold
60
– – ﹤0.01% 184
2022
Q3 		$5K Hold
60
– – ﹤0.01% 173
2022
Q2 		$5K Buy
+60
New +$5.32K ﹤0.01% 196

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carolina Wealth Advisors's PANW Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 60 shares — an estimated $10.3K sold.

Carolina Wealth Advisors first reported a position in PANW in Q2 2022 and held it in 10 quarters. The position peaked at $10.3K in Q3 2024. 2,295 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 60 Palo Alto Networks shares in Q4 2024, an estimated $10.3K.
  • Carolina Wealth Advisors first reported a position in Palo Alto Networks in Q2 2022 and held it in 10 quarters.
  • Carolina Wealth Advisors's Palo Alto Networks position peaked at $10.3K in Q3 2024.
  • 2,295 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.