Cerro Pacific Wealth Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-609
Closed -$208K 167
2024
Q4
$208K Sell
609
-597
-50% -$204K 0.07% 155
2024
Q3
$204K Hold
1,206
0.08% 145
2024
Q2
$204K Buy
+1,206
New +$204K 0.08% 146