IWA
IBEX Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
65,799
+445
| +0.7% | +$91.1K | 1.44% | 14 |
|
|
2025
Q1 | $11.2M | Buy |
65,354
+3,552
| +6% | +$606K | 1.48% | 17 |
|
|
2024
Q4 | $11.2M | Buy |
+61,802
| New | +$11.2M | 1.32% | 17 |
|
|
2024
Q3 | – | Sell |
-29,852
| Closed | -$10.1M | – | 220 |
|
|
2024
Q2 | $10.1M | Buy |
29,852
+4,895
| +20% | +$1.66M | 1.58% | 15 |
|
|
2024
Q1 | $3.48M | Buy |
24,957
+24,931
| +95,888% | +$3.48M | 0.94% | 38 |
|
|
2023
Q4 | $7.69K | Sell |
26
-25,695
| -100% | -$7.6M | 1.67% | 14 |
|
|
2023
Q3 | $6.03M | Buy |
+25,721
| New | +$6.03M | 1.53% | 22 |
|
|
2023
Q1 | $5.17M | Buy |
25,875
+918
| +4% | +$183K | 1.34% | 30 |
|
|
2022
Q4 | $3.48M | Sell |
24,957
-821
| -3% | -$115K | 0.79% | 41 |
|
|
2022
Q3 | $4.22M | Buy |
25,778
+17,012
| +194% | +$2.79M | 1.1% | 31 |
|
|
2022
Q2 | $4.33M | Buy |
8,766
+46
| +0.5% | +$22.7K | 1% | 38 |
|
|
2022
Q1 | $5.43M | Buy |
+8,720
| New | +$5.43M | 1.04% | 35 |
|
|
2019
Q3 | – | Sell |
-7,889
| Closed | -$1.61M | – | 267 |
|
|
2019
Q2 | $1.61M | Buy |
+7,889
| New | +$1.61M | 0.46% | 88 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$28K | – | 280 |
|
|
2016
Q4 | $28K | Buy |
+200
| New | +$28K | 0.01% | 201 |
|