Liberty Wealth Management’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
Q4
Sell
2025
Q3
$202K Sell
2025
Q2
$234K Buy
2021
Q4
Sell
2021
Q3
$168K Buy
2021
Q2
$36K Buy
2021
Q1
$33K Hold
2020
Q4
$33K Buy
2020
Q3
$23K Sell
2020
Q2
$25K Buy
2020
Q1
$15K Sell
2019
Q4
$30K Buy
2019
Q3
$26K Sell
2019
Q2
$33K Buy
2019
Q1
$30K Buy
2018
Q4
$21K Buy