GA
Goldstein Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,677
| Closed | -$457K | – | 219 |
|
|
2025
Q1 | $457K | Hold |
2,677
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $487K | Buy |
2,677
+1,323
| +98% | +$241K | 0.07% | 93 |
|
|
2024
Q3 | $463K | Buy |
1,354
+72
| +6% | +$24.6K | 0.07% | 94 |
|
|
2024
Q2 | $435K | Sell |
1,282
-31
| -2% | -$10.5K | 0.07% | 86 |
|
|
2024
Q1 | $373K | Sell |
1,313
-28
| -2% | -$7.96K | 0.06% | 97 |
|
|
2023
Q4 | $395K | Sell |
1,341
-6
| -0.4% | -$1.77K | 0.07% | 119 |
|
|
2023
Q3 | $316K | Sell |
1,347
-94
| -7% | -$22K | 0.07% | 100 |
|
|
2023
Q2 | $368K | Buy |
1,441
+2
| +0.1% | +$511 | 0.08% | 91 |
|
|
2023
Q1 | $287K | Sell |
1,439
-222
| -13% | -$44.3K | 0.06% | 105 |
|
|
2022
Q4 | $232K | Buy |
+1,661
| New | +$232K | 0.06% | 117 |
|