SWS
SYSTM Wealth Solutions’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $684 | Sell |
2
-10,660
| -100% | -$3.65M | 0.02% | 86 |
|
|
2024
Q2 | $3.61M | Buy |
10,662
+1,112
| +12% | +$377K | 0.81% | 34 |
|
|
2024
Q1 | $2.71M | Buy |
9,550
+413
| +5% | +$117K | 0.34% | 85 |
|
|
2023
Q4 | $2.69M | Sell |
9,137
-45
| -0.5% | -$13.3K | 0.37% | 74 |
|
|
2023
Q3 | $2.15M | Buy |
9,182
+3,276
| +55% | +$768K | 0.33% | 75 |
|
|
2023
Q2 | $1.51M | Sell |
5,906
-657
| -10% | -$168K | 0.2% | 135 |
|
|
2023
Q1 | $1.31M | Buy |
6,563
+192
| +3% | +$38.4K | 0.2% | 136 |
|
|
2022
Q4 | $889K | Buy |
+6,371
| New | +$889K | 0.11% | 231 |
|