SVWAG
Sound View Wealth Advisors Group’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
9,459
+2,271
| +32% | +$465K | 0.14% | 135 |
|
|
2025
Q1 | $1.23M | Buy |
7,188
+148
| +2% | +$25.3K | 0.1% | 158 |
|
|
2024
Q4 | $1.28M | Buy |
7,040
+3,409
| +94% | +$620K | 0.1% | 159 |
|
|
2024
Q3 | $1.24M | Buy |
3,631
+610
| +20% | +$208K | 0.1% | 165 |
|
|
2024
Q2 | $1.02M | Buy |
3,021
+150
| +5% | +$50.9K | 0.11% | 160 |
|
|
2024
Q1 | $816K | Sell |
2,871
-261
| -8% | -$74.2K | 0.09% | 185 |
|
|
2023
Q4 | $924K | Sell |
3,132
-828
| -21% | -$244K | 0.1% | 167 |
|
|
2023
Q3 | $928K | Buy |
3,960
+115
| +3% | +$27K | 0.12% | 150 |
|
|
2023
Q2 | $982K | Buy |
3,845
+980
| +34% | +$250K | 0.13% | 150 |
|
|
2023
Q1 | $572K | Sell |
2,865
-267
| -9% | -$53.3K | 0.08% | 201 |
|
|
2022
Q4 | $924K | Buy |
+3,132
| New | +$924K | 0.1% | 167 |
|