CIA
Concurrent Investment Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Buy |
44,266
+7,588
| +21% | +$1.55M | 0.18% | 126 |
|
|
2025
Q1 | $6.26M | Buy |
36,678
+12,276
| +50% | +$2.09M | 0.15% | 144 |
|
|
2024
Q4 | $4.44M | Buy |
24,402
+13,235
| +119% | +$2.41M | 0.12% | 176 |
|
|
2024
Q3 | $3.82M | Buy |
11,167
+2,560
| +30% | +$875K | 0.11% | 187 |
|
|
2024
Q2 | $2.92M | Buy |
8,607
+4,137
| +93% | +$1.4M | 0.1% | 212 |
|
|
2024
Q1 | $1.27M | Buy |
4,470
+621
| +16% | +$176K | 0.05% | 331 |
|
|
2023
Q4 | $1.13M | Buy |
+3,849
| New | +$1.13M | 0.05% | 311 |
|