Investment Advisory Services’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
$257K Buy
1,257
+55
+5% +$11.3K 0.09% 107
2025
Q1
$205K Hold
1,202
0.07% 112
2024
Q4
$219K Sell
1,202
-308
-20% -$56K 0.08% 111
2024
Q3
$258K Buy
1,510
+36
+2% +$6.15K 0.09% 106
2024
Q2
$250K Buy
+1,474
New +$250K 0.09% 103