J.W. Cole Advisors’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 | $6.7M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $359K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $430K | Buy |
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