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CWM
CarsonAllaria Wealth Management’s
Palo Alto Networks
PANW
Stock Holding History
CarsonAllaria Wealth Management’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
2025
Q3
–
Sell
-40
Closed
-$8.19K
–
258
2025
Q2
$8.19K
Hold
40
–
–
﹤0.01%
262
2025
Q1
$6.83K
Hold
40
–
–
﹤0.01%
274
2024
Q4
$7.28K
Hold
40
–
–
﹤0.01%
266
2024
Q3
$6.84K
Hold
40
–
–
﹤0.01%
289
2024
Q2
$6.78K
Hold
40
–
–
﹤0.01%
279
2024
Q1
$5.68K
Hold
40
–
–
﹤0.01%
285
2023
Q4
$5.9K
Hold
40
–
–
﹤0.01%
250
2023
Q3
$4.69K
Hold
40
–
–
﹤0.01%
261
2023
Q2
$5.11K
Hold
40
–
–
﹤0.01%
264
2023
Q1
$4K
Hold
40
–
–
﹤0.01%
267
2022
Q4
$3K
Buy
+40
New
+$3.21K
﹤0.01%
270
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1-Year Est. Return
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$528B AUM
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1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
N
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$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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