Montz Harcus 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 |
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|
2025
Q3 | $211K | Hold |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $247K | Sell |
|
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|
2024
Q4 | $296K | Hold |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $203K | Hold |
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|
2023
Q2 | $221K | Buy |
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