JPWM
Jamison Private 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 | $6.76M | Buy |
33,012
+153
| +0.5% | +$31.3K | 0.97% | 38 |
|
|
2025
Q1 | $5.61M | Buy |
32,859
+1,163
| +4% | +$198K | 0.85% | 40 |
|
|
2024
Q4 | $5.77M | Buy |
31,696
+15,866
| +100% | +$2.89M | 0.85% | 39 |
|
|
2024
Q3 | $5.41M | Buy |
15,830
+325
| +2% | +$111K | 0.82% | 42 |
|
|
2024
Q2 | $5.26M | Buy |
15,505
+127
| +0.8% | +$43.1K | 0.87% | 38 |
|
|
2024
Q1 | $4.37M | Buy |
15,378
+62
| +0.4% | +$17.6K | 0.74% | 44 |
|
|
2023
Q4 | $4.52M | Sell |
15,316
-59
| -0.4% | -$17.4K | 0.85% | 40 |
|
|
2023
Q3 | $3.6M | Buy |
+15,375
| New | +$3.6M | 0.75% | 44 |
|