Peak Retirement Planning’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
2026
Q1
Sell
2025
Q4
$2.85M Buy
2025
Q3
$2.36M Buy
2025
Q2
$1.66M Buy
2025
Q1
$1.08M Buy
2024
Q4
$930K Buy