SWA
SOA Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
17,179
+467
| +3% | +$35.5K | 0.25% | 66 |
|
|
2025
Q1 | $1.05M | Buy |
16,712
+10,398
| +165% | +$656K | 0.22% | 69 |
|
|
2024
Q4 | $1.15M | Buy |
6,314
+3,708
| +142% | +$675K | 0.21% | 68 |
|
|
2024
Q3 | $891K | Buy |
2,606
+252
| +11% | +$86.1K | 0.17% | 77 |
|
|
2024
Q2 | $798K | Buy |
2,354
+1,558
| +196% | +$528K | 0.16% | 81 |
|
|
2024
Q1 | $226K | Buy |
796
+265
| +50% | +$75.3K | 0.05% | 170 |
|
|
2023
Q4 | $157K | Sell |
531
-64
| -11% | -$18.9K | 0.03% | 196 |
|
|
2023
Q3 | $139K | Sell |
595
-45
| -7% | -$10.6K | 0.03% | 196 |
|
|
2023
Q2 | $164K | Sell |
640
-125
| -16% | -$31.9K | 0.04% | 185 |
|
|
2023
Q1 | $153K | Buy |
765
+87
| +13% | +$17.4K | 0.04% | 185 |
|
|
2022
Q4 | $94.6K | Sell |
678
-33
| -5% | -$4.61K | 0.03% | 228 |
|
|
2022
Q3 | $116K | Buy |
+711
| New | +$116K | 0.03% | 189 |
|