Granite Bay Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Buy
3,450
+376
+12% +$76.9K 0.23% 37
2025
Q1
$525K Sell
3,074
-30
-1% -$5.12K 0.18% 41
2024
Q4
$565K Buy
+3,104
New +$565K 0.21% 42
2024
Q3
Sell
-3,050
Closed -$517K 63
2024
Q2
$517K Sell
3,050
-750
-20% -$127K 0.28% 39
2024
Q1
$540K Sell
3,800
-63,040
-94% -$8.96M 0.31% 44
2023
Q4
$10.1M Buy
66,840
+62,892
+1,593% +$9.49M 0.09% 79
2023
Q3
$474K Buy
+3,948
New +$474K ﹤0.01% 262