SAG
SageView Advisory Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
10,504
+143
| +1% | +$29.2K | 0.08% | 130 |
|
|
2025
Q1 | $1.77M | Sell |
10,361
-701
| -6% | -$120K | 0.08% | 139 |
|
|
2024
Q4 | $2.01M | Buy |
11,062
+5,804
| +110% | +$1.06M | 0.09% | 126 |
|
|
2024
Q3 | $1.8M | Sell |
5,258
-1,444
| -22% | -$494K | 0.09% | 124 |
|
|
2024
Q2 | $2.27M | Buy |
+6,702
| New | +$2.27M | 0.11% | 112 |
|
|
2024
Q1 | – | Sell |
-6,216
| Closed | -$2.15M | – | 730 |
|
|
2023
Q4 | $2.15M | Buy |
6,216
+3,573
| +135% | +$1.24M | 0.09% | 132 |
|
|
2023
Q3 | $620K | Buy |
2,643
+1,407
| +114% | +$330K | 0.04% | 294 |
|
|
2023
Q2 | $316K | Buy |
+1,236
| New | +$316K | 0.02% | 434 |
|