EWA
EverSource Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
26,003
+2,210
| +9% | +$452K | 0.24% | 92 |
|
|
2025
Q1 | $4.06M | Buy |
23,793
+923
| +4% | +$157K | 0.22% | 97 |
|
|
2024
Q4 | $4.16M | Buy |
22,870
+11,595
| +103% | +$2.11M | 0.23% | 91 |
|
|
2024
Q3 | $3.85M | Sell |
11,275
-89
| -0.8% | -$30.4K | 0.24% | 91 |
|
|
2024
Q2 | $3.69M | Buy |
11,364
+946
| +9% | +$307K | 0.25% | 88 |
|
|
2024
Q1 | $3.03M | Buy |
10,418
+230
| +2% | +$66.9K | 0.24% | 94 |
|
|
2023
Q4 | $3M | Buy |
10,188
+887
| +10% | +$262K | 0.28% | 86 |
|
|
2023
Q3 | $2.18M | Buy |
9,301
+566
| +6% | +$133K | 0.23% | 96 |
|
|
2023
Q2 | $2.23M | Buy |
8,735
+297
| +4% | +$75.9K | 0.25% | 95 |
|
|
2023
Q1 | $1.69M | Buy |
8,438
+565
| +7% | +$113K | 0.21% | 104 |
|
|
2022
Q4 | $1.1M | Buy |
7,873
+3,286
| +72% | +$459K | 0.17% | 112 |
|
|
2022
Q3 | $750K | Buy |
4,587
+4,583
| +114,575% | +$749K | 0.17% | 115 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q1 | $2K | Sell |
4
-25
| -86% | -$12.5K | ﹤0.01% | 1556 |
|
|
2021
Q4 | $16K | Buy |
+29
| New | +$16K | ﹤0.01% | 779 |
|