Schwarz Dygos Wheeler Investment 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
Q2 | $3.97M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $901K | Buy |
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|
2024
Q2 | $888K | Sell |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $792K | Buy |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $259K | Buy |
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