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