Shepherd Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,786
Closed -$1.78M 41
2024
Q4
$1.78M Buy
+9,786
New +$1.78M 1.75% 15