CWS
Confluence Wealth Services’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
1,695
-108
| -6% | -$22.1K | 0.02% | 290 |
|
|
2025
Q1 | $303K | Buy |
1,803
+480
| +36% | +$80.8K | 0.02% | 287 |
|
|
2024
Q4 | $248K | Buy |
1,323
+686
| +108% | +$129K | 0.02% | 297 |
|
|
2024
Q3 | $218K | Buy |
+637
| New | +$218K | 0.02% | 323 |
|
|
2022
Q1 | – | Sell |
-79
| Closed | -$43K | – | 880 |
|
|
2021
Q4 | $43K | Buy |
+79
| New | +$43K | 0.01% | 505 |
|