CPW
PANW icon

Catalyst Private Wealth’s Palo Alto Networks PANW Stock Holding History

Catalyst Private Wealth’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
Q2 		– Sell
-3,050
Closed -$520K – 81
2025
Q1 		$520K Hold
3,050
– – 0.25% 44
2024
Q4 		$555K Hold
3,050
– – 0.25% 48
2024
Q3 		$521K Sell
3,050
-20
-0.7% -$3.37K 0.26% 51
2024
Q2 		$520K Sell
3,070
-430
-12% -$64.3K 0.28% 51
2024
Q1 		$497K Buy
3,500
+1,498
+75% +$236K 0.26% 53
2023
Q4 		$295K Buy
2,002
+14
+0.7% +$1.87K 0.14% 64
2023
Q3 		$233K Sell
1,988
-12
-0.6% -$1.42K 0.14% 66
2023
Q2 		$256K Sell
2,000
-64
-3% -$6.66K 0.16% 66
2023
Q1 		$206K Buy
+2,064
New +$175K 0.14% 71

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Morgan Stanley
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return