GWMR
GC Wealth Management RIA’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
17,491
+13,733
| +365% | +$2.81M | 0.29% | 72 |
|
|
2025
Q1 | $641K | Buy |
3,758
+117
| +3% | +$20K | 0.12% | 154 |
|
|
2024
Q4 | $663K | Buy |
3,641
+2,000
| +122% | +$364K | 0.12% | 143 |
|
|
2024
Q3 | $561K | Sell |
1,641
-109
| -6% | -$37.3K | 0.1% | 177 |
|
|
2024
Q2 | $593K | Sell |
1,750
-365
| -17% | -$124K | 0.12% | 144 |
|
|
2024
Q1 | $601K | Sell |
2,115
-114
| -5% | -$32.4K | 0.12% | 146 |
|
|
2023
Q4 | $657K | Buy |
+2,229
| New | +$657K | 0.3% | 90 |
|