Strategic Wealth Partners’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
$2.69M Buy
2024
Q4
$2.63M Sell
2024
Q3
$2.57M Sell
2024
Q2
$2.66M Sell
2024
Q1
$2.24M Sell
2023
Q4
$2.98M Buy
2023
Q3
$2.19M Sell
2023
Q2
$2.44M Buy
2019
Q4
Sell
2019
Q3
$9.4K Buy
2019
Q2
$9K Buy
2019
Q1
Sell
2018
Q4
$0 Buy