Principle Wealth Partners’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
2025
Q2
$5.86M Buy
2025
Q1
$4.46M Buy
2024
Q4
$4.67M Buy
2024
Q3
$4.18M Sell
2024
Q2
$4.15M Buy
2024
Q1
$3.23M Buy
2023
Q4
$3.19M Buy
2023
Q3
$1.43M Buy
2023
Q2
$977K Buy
2020
Q3
Sell
2020
Q2
$23K Buy