Congress Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $2.05M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $784K | Buy |
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|
2022
Q3 | $851K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
|