Cornerstone Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
2,455
0.03% 393
2025
Q1
$419K Buy
2,455
+285
+13% +$48.6K 0.03% 408
2024
Q4
$395K Buy
2,170
+124
+6% +$22.6K 0.03% 397
2024
Q3
$350K Buy
2,046
+222
+12% +$37.9K 0.02% 424
2024
Q2
$309K Buy
+1,824
New +$309K 0.02% 430
2023
Q4
Sell
-3,208
Closed -$376K 559
2023
Q3
$376K Buy
+3,208
New +$376K 0.04% 372
2023
Q2
Sell
-2,110
Closed -$211K 518
2023
Q1
$211K Buy
+2,110
New +$211K 0.02% 441