GeoWealth Management’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 | $965K | Sell |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $869K | Buy |
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|
2024
Q1 | $685K | Buy |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7K | Sell |
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|
2022
Q4 | $185K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $587K | Buy |
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