PIWA
Prevail Innovative 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 | $1.31M | Buy |
6,419
+4,152
| +183% | +$850K | 0.29% | 114 |
|
|
2025
Q1 | $387K | Buy |
2,267
+115
| +5% | +$19.6K | 0.1% | 150 |
|
|
2024
Q4 | $392K | Buy |
2,152
+676
| +46% | +$123K | 0.11% | 134 |
|
|
2024
Q3 | $504K | Hold |
1,476
| – | – | 0.15% | 117 |
|
|
2024
Q2 | $500K | Sell |
1,476
-10,684
| -88% | -$3.62M | 0.18% | 114 |
|
|
2024
Q1 | $3.46M | Buy |
+12,160
| New | +$3.46M | 1.28% | 17 |
|
|
2023
Q3 | – | Sell |
-6,529
| Closed | -$1.67M | – | 145 |
|
|
2023
Q2 | $1.67M | Buy |
+6,529
| New | +$1.67M | 0.91% | 39 |
|