EverSource Wealth Advisors’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
Q2 | $5.32M | Buy |
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|
2025
Q1 | $4.06M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $3.85M | Sell |
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|
2024
Q2 | $3.69M | Buy |
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|
2024
Q1 | $3.03M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $750K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $16K | Buy |
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