McCarter Private Wealth Services’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.33M	Buy	16,289 +46	+0.3%	+$9.41K	1.91%	15
2025 Q1	$2.77M	Buy	16,243 +667	+4%	+$114K	1.82%	20
2024 Q4	$2.83M	Buy	15,576 +338	+2%	+$61.5K	1.8%	18
2024 Q3	$2.6M	Buy	+15,238	New	+$2.6M	1.65%	22