OBWG
Onyx Bridge Wealth Group’s Palo Alto Networks PANW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307K | Buy |
+1,499
| New | +$307K | 0.04% | 228 |
|
2025
Q1 | – | Sell |
-1,375
| Closed | -$250K | – | 307 |
|
2024
Q4 | $250K | Buy |
+1,375
| New | +$250K | 0.04% | 231 |
|
2024
Q1 | – | Sell |
-1,418
| Closed | -$418K | – | 275 |
|
2023
Q4 | $418K | Sell |
1,418
-920
| -39% | -$271K | 0.08% | 149 |
|
2023
Q3 | $548K | Buy |
+2,338
| New | +$548K | 0.13% | 123 |
|