KWA
Kingswood Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
7,196
+3,105
| +76% | +$635K | 0.12% | 190 |
|
|
2025
Q1 | $698K | Sell |
4,091
-277
| -6% | -$47.3K | 0.06% | 323 |
|
|
2024
Q4 | $795K | Buy |
4,368
+1,668
| +62% | +$304K | 0.06% | 321 |
|
|
2024
Q3 | $922K | Buy |
2,700
+121
| +5% | +$41.3K | 0.07% | 313 |
|
|
2024
Q2 | $874K | Buy |
2,579
+118
| +5% | +$40K | 0.08% | 261 |
|
|
2024
Q1 | $699K | Sell |
2,461
-900
| -27% | -$256K | 0.08% | 269 |
|
|
2023
Q4 | $991K | Sell |
3,361
-3,988
| -54% | -$1.18M | 0.11% | 199 |
|
|
2023
Q3 | $1.72M | Buy |
7,349
+812
| +12% | +$190K | 0.29% | 86 |
|
|
2023
Q2 | $1.67M | Buy |
+6,537
| New | +$1.67M | 0.53% | 46 |
|