Rise Advisors’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 | $168K | Buy |  | |||||
| 2025 Q2 | $146K | Sell |  | |||||
| 2025 Q1 | $136K | Buy |  | |||||
| 2024 Q4 | $136K | Sell |  | |||||
| 2024 Q3 | $136K | Sell |  | |||||
| 2024 Q2 | $150K | Hold |  | |||||
| 2024 Q1 | $125K | Buy |  | |||||
| 2023 Q4 | $71.1K | Buy |  | |||||
| 2023 Q3 | $2.81K | Sell |  | |||||
| 2023 Q2 | $27.6K | Sell |  | |||||
| 2023 Q1 | $23K | Buy |  | |||||
| 2022 Q4 | $15.5K | Hold |  | |||||
| 2022 Q3 | $18K | Hold |  | |||||
| 2022 Q2 | $18K | Buy |  | |||||
| 2022 Q1 | $3K | Hold |  | |||||
| 2021 Q4 | $2.78K | Buy |  |