KW
PANW icon

KWB Wealth’s Palo Alto Networks PANW Stock Holding History

KWB Wealth’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
2023
Q4 		– Sell
-1,746
Closed -$223K – 136
2023
Q3 		$223K Sell
1,746
-540
-24% -$63.9K 0.04% 117
2023
Q2 		$292K Buy
+2,286
New +$238K 0.05% 107
2022
Q4 		– Sell
-3,474
Closed -$285K – 122
2022
Q3 		$285K Sell
3,474
-546
-14% -$47.3K 0.06% 83
2022
Q2 		$331K Sell
4,020
-1,164
-22% -$103K 0.06% 82
2022
Q1 		$481K Hold
5,184
– – 0.08% 57
2021
Q4 		$481K Hold
5,184
– – 0.08% 57
2021
Q3 		$414K Hold
5,184
– – 0.07% 61
2021
Q2 		$278K Hold
5,184
– – 0.05% 70
2021
Q1 		$278K Buy
5,184
+642
+14% +$38.2K 0.05% 71
2020
Q4 		$269K Buy
+4,542
New +$212K 0.06% 67

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM