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Concentric Wealth Management’s Palo Alto Networks PANW Stock Holding History

Concentric Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$245K Hold
717
– – 0.06% 125
2024
Q2 		$243K Hold
717
– – 0.06% 125
2024
Q1 		$204K Buy
+717
New +$204K 0.05% 133