CWA
Clarus Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
6,773
+1,220
| +22% | +$249K | 0.64% | 48 |
|
|
2025
Q1 | $961K | Sell |
5,553
-229
| -4% | -$39.6K | 0.51% | 47 |
|
|
2024
Q4 | $970K | Buy |
5,782
+3,050
| +112% | +$512K | 0.48% | 51 |
|
|
2024
Q3 | $923K | Sell |
2,732
-149
| -5% | -$50.4K | 0.47% | 48 |
|
|
2024
Q2 | $971K | Sell |
2,881
-27
| -0.9% | -$9.1K | 0.52% | 45 |
|
|
2024
Q1 | $817K | Buy |
2,908
+2,092
| +256% | +$588K | 0.46% | 47 |
|
|
2023
Q4 | $274K | Buy |
+816
| New | +$274K | 0.16% | 95 |
|
|
2023
Q2 | – | Sell |
-1,102
| Closed | -$212K | – | 137 |
|
|
2023
Q1 | $212K | Buy |
+1,102
| New | +$212K | 0.13% | 117 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$350K | – | 124 |
|
|
2021
Q1 | $350K | Hold |
1,000
| – | – | 0.22% | 94 |
|
|
2020
Q4 | $365K | Hold |
1,000
| – | – | 0.24% | 82 |
|
|
2020
Q3 | $247K | Hold |
1,000
| – | – | 0.19% | 104 |
|
|
2020
Q2 | $233K | Buy |
+1,000
| New | +$233K | 0.2% | 105 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$240K | – | 139 |
|
|
2019
Q4 | $240K | Hold |
1,000
| – | – | 0.16% | 118 |
|
|
2019
Q3 | $204K | Buy |
+1,000
| New | +$204K | 0.15% | 132 |
|