JWM
Jackson Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
11,876
-78
| -0.7% | -$16K | 0.26% | 66 |
|
|
2025
Q1 | $2.04M | Sell |
11,954
-226
| -2% | -$38.6K | 0.25% | 73 |
|
|
2024
Q4 | $2.22M | Buy |
12,180
+6,098
| +100% | +$1.11M | 0.25% | 72 |
|
|
2024
Q3 | $2.08M | Buy |
6,082
+2,958
| +95% | +$1.01M | 0.25% | 72 |
|
|
2024
Q2 | $1.06M | Sell |
3,124
-3,227
| -51% | -$1.09M | 0.23% | 71 |
|
|
2024
Q1 | $1.81M | Buy |
6,351
+379
| +6% | +$108K | 0.23% | 74 |
|
|
2023
Q4 | $1.76M | Buy |
5,972
+64
| +1% | +$18.9K | 0.23% | 72 |
|
|
2023
Q3 | $1.39M | Sell |
5,908
-88
| -1% | -$20.6K | 0.2% | 75 |
|
|
2023
Q2 | $1.53M | Buy |
5,996
+110
| +2% | +$28.1K | 0.22% | 68 |
|
|
2023
Q1 | $1.18M | Buy |
5,886
+1,103
| +23% | +$220K | 0.88% | 44 |
|
|
2022
Q4 | $667K | Sell |
4,783
-4,523
| -49% | -$631K | 0.25% | 64 |
|
|
2022
Q3 | $1.52M | Buy |
9,306
+8,202
| +743% | +$1.34M | 0.3% | 66 |
|
|
2022
Q2 | $545K | Buy |
+1,104
| New | +$545K | 0.25% | 73 |
|
|
2020
Q1 | – | Sell |
-11,373
| Closed | -$2.76M | – | 148 |
|
|
2019
Q4 | $2.76M | Buy |
11,373
+265
| +2% | +$64.3K | 0.46% | 64 |
|
|
2019
Q3 | $2.32M | Buy |
+11,108
| New | +$2.32M | 0.49% | 59 |
|