Cassaday & Co Wealth Management’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
$1.19M Buy
2025
Q1
$956K Sell
2024
Q4
$1.04M Buy
2024
Q3
$600K Buy
2024
Q2
$579K Buy
2024
Q1
$440K Buy
2023
Q4
$450K Buy
2023
Q3
$298K Buy
2023
Q2
$320K Buy