DWM
Diversify Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.71M | Buy |
49,635
+4,576
| +10% | +$803K | 0.54% | 35 |
|
|
2025
Q1 | $8.41M | Sell |
45,059
-1,664
| -4% | -$311K | 0.62% | 28 |
|
|
2024
Q4 | $8.1M | Buy |
46,723
+32,001
| +217% | +$5.55M | 0.63% | 33 |
|
|
2024
Q3 | $5.27M | Sell |
14,722
-610
| -4% | -$218K | 0.51% | 43 |
|
|
2024
Q2 | $4.51M | Buy |
+15,332
| New | +$4.51M | 0.56% | 39 |
|