HHGA
Halbert Hargrove Global 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 |
-9
| Closed | -$1.56K | – | 547 |
|
|
2025
Q1 | $1.56K | Buy |
+9
| New | +$1.56K | ﹤0.01% | 408 |
|
|
2017
Q3 | – | Sell |
-2,353
| Closed | -$315K | – | 73 |
|
|
2017
Q2 | $315K | Sell |
2,353
-676
| -22% | -$90.5K | 0.08% | 49 |
|
|
2017
Q1 | $341K | Buy |
3,029
+5
| +0.2% | +$563 | 0.09% | 49 |
|
|
2016
Q4 | $378K | Sell |
3,024
-6
| -0.2% | -$750 | 0.11% | 41 |
|
|
2016
Q3 | $483K | Buy |
+3,030
| New | +$483K | 0.14% | 29 |
|