HNWAG
High Net Worth Advisory Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,135
| New | +$232K | 0.06% | 210 |
|
|
2025
Q1 | – | Sell |
-1,194
| Closed | -$217K | – | 220 |
|
|
2024
Q4 | $217K | Buy |
1,194
+597
| +100% | +$109K | 0.06% | 206 |
|
|
2024
Q3 | $204K | Hold |
597
| – | – | 0.06% | 217 |
|
|
2024
Q2 | $202K | Buy |
+597
| New | +$202K | 0.06% | 210 |
|
|
2022
Q4 | – | Sell |
-600
| Closed | -$98K | – | 674 |
|
|
2022
Q3 | $98K | Buy |
600
+486
| +426% | +$79.4K | 0.04% | 243 |
|
|
2022
Q2 | $56K | Hold |
114
| – | – | 0.02% | 304 |
|
|
2022
Q1 | $71K | Buy |
+114
| New | +$71K | 0.03% | 287 |
|