GoalVest Advisory’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
$2.22M Buy
2025
Q2
$165K Buy
2025
Q1
$65.9K Buy
2024
Q4
$69.5K Sell
2024
Q3
$96.7K Hold
2024
Q2
$95.9K Sell
2024
Q1
$82.4K Buy
2023
Q4
$79.9K Buy
2023
Q3
$60K Sell
2023
Q2
$120K Buy
2023
Q1
$90.9K Sell
2022
Q4
$354K Buy
2022
Q3
$393K Sell
2022
Q2
$515K Sell
2022
Q1
$634K Buy