Exencial 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
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $984K | Buy |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $738K | Buy |
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|
2023
Q2 | $683K | Sell |
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|
2023
Q1 | $552K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $202K | Buy |
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