ProVise Management Group’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
Q3 | $277K | Hold |
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|
2025
Q2 | $279K | Buy |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $242K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $324K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $219K | Sell |
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|
2016
Q3 | $318K | Buy |
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