Custom Index Systems’s Palo Alto Networks PANW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,498
Closed -$273K 329
2024
Q4
$273K Buy
1,498
+20
+1% +$3.64K 0.15% 187
2024
Q3
$253K Sell
1,478
-130
-8% -$22.2K 0.14% 207
2024
Q2
$273K Sell
1,608
-2,030
-56% -$344K 0.16% 195
2024
Q1
$517K Buy
+3,638
New +$517K 0.29% 79