Glass Jacobson Investment Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,338
Closed -$197K 774
2023
Q4
$197K Sell
1,338
-250
-16% -$36.9K 0.08% 206
2023
Q3
$186K Hold
1,588
0.09% 205
2023
Q2
$203K Buy
+1,588
New +$203K 0.09% 193
2022
Q4
$110K Buy
+1,578
New +$110K 0.05% 258