JFS Wealth 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 | $63K | Buy |
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2025
Q1 | $51K | Buy |
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|
2024
Q4 | $53.5K | Sell |
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|
2024
Q3 | $87.8K | Buy |
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|
2024
Q2 | $12.2K | Sell |
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|
2024
Q1 | $26.4K | Buy |
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|
2023
Q4 | $10.6K | Buy |
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|
2023
Q3 | $7.97K | Hold |
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|
2023
Q2 | $8.69K | Buy |
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|
2023
Q1 | $4.79K | Hold |
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|
2022
Q4 | $3.35K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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