MWM
Marietta Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Buy |
47,424
+769
| +2% | +$157K | 1.27% | 28 |
|
|
2025
Q1 | $7.96M | Buy |
46,655
+1,261
| +3% | +$215K | 1.17% | 31 |
|
|
2024
Q4 | $8.26M | Buy |
45,394
+22,459
| +98% | +$4.09M | 1.18% | 28 |
|
|
2024
Q3 | $7.84M | Buy |
22,935
+942
| +4% | +$322K | 1.14% | 32 |
|
|
2024
Q2 | $7.46M | Sell |
21,993
-96
| -0.4% | -$32.5K | 1.16% | 29 |
|
|
2024
Q1 | $6.28M | Sell |
22,089
-1,443
| -6% | -$410K | 1.04% | 38 |
|
|
2023
Q4 | $6.95M | Sell |
23,532
-478
| -2% | -$141K | 1.24% | 28 |
|
|
2023
Q3 | $5.63M | Buy |
24,010
+145
| +0.6% | +$34K | 1.12% | 35 |
|
|
2023
Q2 | $6.1M | Sell |
23,865
-33,993
| -59% | -$8.69M | 1.15% | 30 |
|
|
2023
Q1 | $5.13M | Buy |
57,858
+43,516
| +303% | +$3.86M | 1.09% | 47 |
|
|
2022
Q4 | $2M | Buy |
+14,342
| New | +$2M | 0.45% | 76 |
|