NWM
Northwest Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
2,188
+76
| +4% | +$15.6K | 0.08% | 111 |
|
|
2025
Q1 | $360K | Buy |
2,112
+150
| +8% | +$25.6K | 0.07% | 118 |
|
|
2024
Q4 | $357K | Buy |
1,962
+1,238
| +171% | +$225K | 0.08% | 113 |
|
|
2024
Q3 | $247K | Hold |
724
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $245K | Buy |
724
+3
| +0.4% | +$1.02K | 0.06% | 142 |
|
|
2024
Q1 | $205K | Buy |
721
+19
| +3% | +$5.4K | 0.06% | 164 |
|
|
2023
Q4 | $207K | Buy |
+702
| New | +$207K | 0.06% | 151 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$7K | – | 364 |
|
|
2019
Q1 | $7K | Hold |
30
| – | – | 0.01% | 378 |
|
|
2018
Q4 | $6K | Hold |
30
| – | – | 0.01% | 382 |
|
|
2018
Q3 | $7K | Hold |
30
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 395 |
|
|
2018
Q1 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 420 |
|