Naviter Wealth’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
$1.22M Sell
5,948
-776
-12% -$159K 0.15% 149
2025
Q1
$1.16M Buy
6,724
+101
+2% +$17.4K 0.14% 161
2024
Q4
$1.21M Buy
+6,623
New +$1.21M 0.15% 160