Delap Wealth Advisory’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,622
Closed -$372K 243
2024
Q1
$372K Sell
2,622
-542
-17% -$77K 0.15% 116
2023
Q4
$467K Buy
+3,164
New +$467K 0.21% 54