Obermeyer Wealth Partners’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 | $881K | Sell |
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|
2025
Q2 | $896K | Sell |
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|
2025
Q1 | $764K | Buy |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $281K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $223K | Buy |
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