Peterson Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$3.2M Sell
18,725
-365
-2% -$62.3K 2.15% 17
2024
Q4
$3.47M Buy
19,090
+358
+2% +$65.1K 2.07% 18
2024
Q3
$3.2M Sell
18,732
-902
-5% -$154K 2.05% 20
2024
Q2
$3.33M Buy
19,634
+298
+2% +$50.5K 2.05% 19
2024
Q1
$2.75M Buy
+19,336
New +$2.75M 1.98% 17