RA
Rise Advisors’s Palo Alto Networks PANW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $146K | Sell |
713
-86
| -11% | -$17.6K | 0.06% | 117 |
|
2025
Q1 | $136K | Buy |
799
+50
| +7% | +$8.53K | 0.06% | 117 |
|
2024
Q4 | $136K | Buy |
749
+352
| +89% | +$64.1K | 0.07% | 116 |
|
2024
Q3 | $136K | Sell |
397
-44
| -10% | -$15K | 0.07% | 122 |
|
2024
Q2 | $150K | Hold |
441
| – | – | 0.08% | 111 |
|
2024
Q1 | $125K | Buy |
441
+200
| +83% | +$56.8K | 0.07% | 126 |
|
2023
Q4 | $71.1K | Buy |
241
+229
| +1,908% | +$67.5K | 0.05% | 127 |
|
2023
Q3 | $2.81K | Sell |
12
-96
| -89% | -$22.5K | ﹤0.01% | 432 |
|
2023
Q2 | $27.6K | Sell |
108
-7
| -6% | -$1.79K | 0.02% | 206 |
|
2023
Q1 | $23K | Buy |
115
+4
| +4% | +$799 | 0.02% | 235 |
|
2022
Q4 | $15.5K | Hold |
111
| – | – | 0.01% | 280 |
|
2022
Q3 | $18K | Buy |
111
+74
| +200% | +$12K | 0.01% | 263 |
|
2022
Q2 | $18K | Buy |
37
+32
| +640% | +$15.6K | 0.02% | 253 |
|
2022
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 498 |
|
2021
Q4 | $2.78K | Buy |
+5
| New | +$2.78K | ﹤0.01% | 486 |
|