Private Advisory 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
2024
Q1
Sell
-9,560
Closed -$1.41M 204
2023
Q4
$1.41M Buy
9,560
+7,562
+378% +$1.12M 0.24% 82
2023
Q3
$234K Sell
1,998
-4,550
-69% -$533K 0.05% 183
2023
Q2
$837K Buy
+6,548
New +$837K 0.17% 115