RWP
RWA Wealth Partners’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
62,040
+328
| +0.5% | +$67.1K | 0.16% | 88 |
|
|
2025
Q1 | $10.5M | Sell |
61,712
-2,396
| -4% | -$409K | 0.13% | 97 |
|
|
2024
Q4 | $11.7M | Buy |
64,108
+32,950
| +106% | +$6M | 0.14% | 88 |
|
|
2024
Q3 | $10.6M | Sell |
31,158
-1,336
| -4% | -$457K | 0.13% | 98 |
|
|
2024
Q2 | $11M | Buy |
32,494
+784
| +2% | +$266K | 0.15% | 93 |
|
|
2024
Q1 | $9.01M | Sell |
31,710
-701
| -2% | -$199K | 0.12% | 104 |
|
|
2023
Q4 | $9.56M | Sell |
32,411
-378
| -1% | -$111K | 0.14% | 94 |
|
|
2023
Q3 | $7.69M | Buy |
32,789
+31,964
| +3,874% | +$7.49M | 0.17% | 63 |
|
|
2023
Q2 | $211K | Sell |
825
-33,218
| -98% | -$8.49M | ﹤0.01% | 312 |
|
|
2023
Q1 | $6.8M | Sell |
34,043
-4,743
| -12% | -$947K | 0.16% | 58 |
|
|
2022
Q4 | $5.3M | Buy |
38,786
+425
| +1% | +$58.1K | 0.13% | 70 |
|
|
2022
Q3 | $6.28M | Buy |
38,361
+24,144
| +170% | +$3.95M | 0.44% | 47 |
|
|
2022
Q2 | $7.02M | Buy |
14,217
+100
| +0.7% | +$49.4K | 0.47% | 41 |
|
|
2022
Q1 | $8.79M | Sell |
14,117
-1,353
| -9% | -$842K | 0.57% | 43 |
|
|
2021
Q4 | $8.61M | Buy |
15,470
+8
| +0.1% | +$4.45K | 0.58% | 47 |
|
|
2021
Q3 | $7.41M | Sell |
15,462
-2,050
| -12% | -$982K | 0.55% | 53 |
|
|
2021
Q2 | $6.5M | Hold |
17,512
| – | – | 0.48% | 60 |
|
|
2021
Q1 | $5.64M | Hold |
17,512
| – | – | 0.46% | 67 |
|
|
2020
Q4 | $6.22M | Hold |
17,512
| – | – | 0.55% | 47 |
|
|
2020
Q3 | $4.29M | Sell |
17,512
-647
| -4% | -$158K | 0.45% | 54 |
|
|
2020
Q2 | $4.17M | Hold |
18,159
| – | – | 0.51% | 54 |
|
|
2020
Q1 | $2.98M | Hold |
18,159
| – | – | 0.42% | 54 |
|
|
2019
Q4 | $4.2M | Buy |
18,159
+130
| +0.7% | +$30.1K | 0.42% | 58 |
|
|
2019
Q3 | $3.68M | Hold |
18,029
| – | – | 0.39% | 61 |
|
|
2019
Q2 | $3.67M | Hold |
18,029
| – | – | 0.39% | 62 |
|
|
2019
Q1 | $4.38M | Hold |
18,029
| – | – | 0.5% | 49 |
|
|
2018
Q4 | $3.4M | Hold |
18,029
| – | – | 0.45% | 62 |
|
|
2018
Q3 | $4.06M | Sell |
18,029
-231
| -1% | -$52K | 0.45% | 47 |
|
|
2018
Q2 | $3.75M | Buy |
+18,260
| New | +$3.75M | 0.42% | 59 |
|