OWA
Outlook Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
3,848
-109
| -3% | -$22.3K | 0.2% | 98 |
|
|
2025
Q1 | $675K | Buy |
3,957
+84
| +2% | +$14.3K | 0.19% | 105 |
|
|
2024
Q4 | $705K | Buy |
3,873
+3,179
| +458% | +$578K | 0.2% | 103 |
|
|
2024
Q3 | $237K | Buy |
694
+5
| +0.7% | +$1.71K | 0.07% | 241 |
|
|
2024
Q2 | $234K | Buy |
+689
| New | +$234K | 0.07% | 243 |
|
|
2024
Q1 | – | Sell |
-718
| Closed | -$212K | – | 276 |
|
|
2023
Q4 | $212K | Buy |
+718
| New | +$212K | 0.07% | 230 |
|