Lee Financial’s Palo Alto Networks PANW Stock Holding History

Lee Financial’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 Q1	–	Sell	-24	Closed	-$3.54K	–	619
2023 Q4	$3.54K	Hold	24	–	–	﹤0.01%	618
2023 Q3	$2.81K	Hold	24	–	–	﹤0.01%	611
2023 Q2	$3.07K	Sell	24 -30	-56%	-$3.12K	﹤0.01%	579
2023 Q1	$5.39K	Buy	54 +24	+80%	+$2.03K	﹤0.01%	516
2022 Q4	$2.09K	Buy	30 +6	+25%	+$482	﹤0.01%	684
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	695
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	715
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	668
2021 Q4	$2K	Buy	+24	New	+$2.08K	﹤0.01%	767
2019 Q1	–	Sell	-150	Closed	-$5K	–	538
2018 Q4	$5K	Buy	+150	New	+$4.68K	﹤0.01%	369

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return