Sax Wealth 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 | $1.38M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $453K | Buy |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $285K | Buy |
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