Mount Yale Investment Advisors’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
Q2 | $572K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $694K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $42K | Buy |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $19K | Buy |
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