SWA
PANW icon

Strategies 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
$773K Sell
3,778
-496
-12% -$102K 0.08% 69
2025
Q1
$729K Buy
4,274
+730
+21% +$125K 0.09% 69
2024
Q4
$698K Buy
+3,544
New +$698K 0.09% 66