Integrated Wealth Concepts’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
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|
2025
Q1 | $5.49M | Sell |
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|
2024
Q4 | $5.85M | Buy |
|
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|
2024
Q3 | $5.38M | Buy |
|
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|
2024
Q2 | $5.2M | Buy |
|
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|
2024
Q1 | $3.85M | Buy |
|
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|
2023
Q4 | $3.91M | Buy |
|
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|
2023
Q3 | $2.8M | Sell |
|
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|
2023
Q2 | $3.15M | Buy |
|
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|
2023
Q1 | $2.01M | Buy |
|
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|
2022
Q4 | $876K | Buy |
|
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|
2022
Q3 | $972K | Buy |
|
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|
2022
Q2 | $315K | Buy |
|
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|
2022
Q1 | $380K | Buy |
|
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $292K | Buy |
|