CWM
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Copia Wealth Management’s Palo Alto Networks PANW Stock Holding History

Copia Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$198K Sell
969
-231
-19% -$47.3K 0.17% 91
2025
Q1 		$205K Hold
1,200
– – 0.19% 85
2024
Q4 		$218K Buy
+1,200
New +$218K 0.21% 77