Optimist Retirement Group’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
Sell
2025
Q2
$336K Buy
2025
Q1
$255K Buy
2024
Q4
$247K Sell
2024
Q3
$237K Sell
2024
Q2
$276K Buy
2024
Q1
$224K Buy