Schechter Investment Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Buy |
2,159
+393
| +22% | +$67.1K | 0.03% | 432 |
|
|
2024
Q4 | $321K | Buy |
1,766
+302
| +21% | +$55K | 0.02% | 477 |
|
|
2024
Q3 | $250K | Buy |
+1,464
| New | +$250K | 0.02% | 535 |
|
|
2022
Q2 | – | Sell |
-2,532
| Closed | -$263K | – | 992 |
|
|
2022
Q1 | $263K | Buy |
+2,532
| New | +$263K | 0.02% | 753 |
|