PWS
Proactive Wealth Strategies’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
22,192
+1,821
| +9% | +$373K | 2.14% | 6 |
|
|
2025
Q1 | $3.48M | Sell |
20,371
-847
| -4% | -$145K | 1.85% | 12 |
|
|
2024
Q4 | $3.86M | Buy |
21,218
+10,771
| +103% | +$1.96M | 2.01% | 10 |
|
|
2024
Q3 | $3.57M | Buy |
+10,447
| New | +$3.57M | 1.98% | 11 |
|