Portside Wealth Group’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
Q2
$397K Buy
1,939
+98
+5% +$20.1K 0.06% 284
2025
Q1
$314K Buy
1,841
+175
+11% +$29.9K 0.05% 322
2024
Q4
$303K Sell
1,666
-48
-3% -$8.73K 0.05% 326
2024
Q3
$293K Buy
1,714
+352
+26% +$60.2K 0.05% 309
2024
Q2
$231K Buy
+1,362
New +$231K 0.04% 316