KWM
PANW icon

Kolinsky Wealth Management’s Palo Alto Networks PANW Stock Holding History

Kolinsky Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$226K Buy
1,243
+1
+0.1% +$189 0.14% 152
2024
Q3 		$212K Sell
1,242
-144
-10% -$24.2K 0.14% 156
2024
Q2 		$235K Buy
+1,386
New +$207K 0.17% 130
2024
Q1 		– Sell
-1,390
Closed -$205K – 149
2023
Q4 		$205K Buy
+1,390
New +$186K 0.18% 131
2023
Q2 		– Sell
-2,092
Closed -$209K – 144
2023
Q1 		$209K Buy
+2,092
New +$177K 0.22% 119

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return