CWM
Congress Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
118,269
+1,269
| +1% | +$260K | 0.23% | 101 |
|
|
2025
Q1 | $20M | Buy |
117,000
+10,365
| +10% | +$1.77M | 0.24% | 107 |
|
|
2024
Q4 | $19.4M | Buy |
106,635
+57,435
| +117% | +$10.5M | 0.27% | 103 |
|
|
2024
Q3 | $16.8M | Buy |
49,200
+40,822
| +487% | +$14M | 0.22% | 132 |
|
|
2024
Q2 | $2.84M | Buy |
8,378
+1,158
| +16% | +$393K | 0.05% | 307 |
|
|
2024
Q1 | $2.05M | Sell |
7,220
-814
| -10% | -$231K | 0.04% | 313 |
|
|
2023
Q4 | $2.37M | Buy |
8,034
+3,299
| +70% | +$973K | 0.04% | 297 |
|
|
2023
Q3 | $1.11M | Buy |
4,735
+3,807
| +410% | +$893K | 0.02% | 360 |
|
|
2023
Q2 | $237K | Sell |
928
-270
| -23% | -$69K | 0.01% | 513 |
|
|
2023
Q1 | $240K | Sell |
1,198
-4,419
| -79% | -$883K | 0.01% | 514 |
|
|
2022
Q4 | $784K | Buy |
5,617
+422
| +8% | +$58.9K | 0.02% | 357 |
|
|
2022
Q3 | $851K | Buy |
+5,195
| New | +$851K | 0.02% | 343 |
|
|
2022
Q2 | – | Sell |
-330
| Closed | -$205K | – | 600 |
|
|
2022
Q1 | $205K | Buy |
+330
| New | +$205K | ﹤0.01% | 577 |
|