Cherry Tree Wealth Management’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
Q2 | $1.23K | Sell |
6
-22
| -79% | -$4.5K | ﹤0.01% | 546 |
|
|
2025
Q1 | $4.78K | Hold |
28
| – | – | ﹤0.01% | 538 |
|
|
2024
Q4 | $5.1K | Hold |
28
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $4.79K | Hold |
28
| – | – | ﹤0.01% | 485 |
|
|
2024
Q2 | $4.75K | Hold |
28
| – | – | ﹤0.01% | 463 |
|
|
2024
Q1 | $3.98K | Hold |
28
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $4.13K | Hold |
28
| – | – | ﹤0.01% | 447 |
|
|
2023
Q3 | $3.28K | Hold |
28
| – | – | ﹤0.01% | 447 |
|
|
2023
Q2 | $3.58K | Buy |
+28
| New | +$3.58K | ﹤0.01% | 443 |
|