PIAS
PCA Investment Advisory Services’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,521
| Closed | -$1M | – | 113 |
|
|
2024
Q4 | $1M | Buy |
5,521
+2,760
| +100% | +$502K | 0.47% | 35 |
|
|
2024
Q3 | $944K | Buy |
2,761
+50
| +2% | +$17.1K | 0.44% | 37 |
|
|
2024
Q2 | $919K | Buy |
2,711
+71
| +3% | +$24.1K | 0.48% | 38 |
|
|
2024
Q1 | $750K | Buy |
2,640
+121
| +5% | +$34.4K | 0.42% | 41 |
|
|
2023
Q4 | $743K | Buy |
2,519
+100
| +4% | +$29.5K | 0.49% | 39 |
|
|
2023
Q3 | $567K | Hold |
2,419
| – | – | 0.4% | 44 |
|
|
2023
Q2 | $618K | Hold |
2,419
| – | – | 0.37% | 42 |
|
|
2023
Q1 | $483K | Buy |
+2,419
| New | +$483K | 0.34% | 47 |
|