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