Cyndeo Wealth Partners’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
Q3 | $3.24M | Sell |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.34M | Sell |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.11M | Sell |
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|
2023
Q4 | $3.74M | Sell |
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|
2023
Q3 | $4.47M | Buy |
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|
2023
Q2 | $4.48M | Buy |
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|
2023
Q1 | $1.31M | Buy |
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