TBWA
Three Bridge 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 | $2.06M | Buy |
10,044
+1,186
| +13% | +$243K | 0.54% | 30 |
|
|
2025
Q1 | $1.51M | Hold |
8,858
| – | – | 0.53% | 33 |
|
|
2024
Q4 | $1.61M | Buy |
8,858
+4,379
| +98% | +$797K | 0.56% | 33 |
|
|
2024
Q3 | $1.53M | Hold |
4,479
| – | – | 0.56% | 33 |
|
|
2024
Q2 | $1.52M | Hold |
4,479
| – | – | 0.6% | 33 |
|
|
2024
Q1 | $1.27M | Sell |
4,479
-27
| -0.6% | -$7.67K | 0.5% | 34 |
|
|
2023
Q4 | $1.33M | Sell |
4,506
-200
| -4% | -$59K | 0.46% | 31 |
|
|
2023
Q3 | $1.1M | Hold |
4,706
| – | – | 0.46% | 38 |
|
|
2023
Q2 | $1.2M | Hold |
4,706
| – | – | 0.51% | 36 |
|
|
2023
Q1 | $940K | Hold |
4,706
| – | – | 0.44% | 46 |
|
|
2022
Q4 | $657K | Sell |
4,706
-400
| -8% | -$55.8K | 0.35% | 47 |
|
|
2022
Q3 | $836K | Buy |
5,106
+3,404
| +200% | +$557K | 0.43% | 45 |
|
|
2022
Q2 | $841K | Hold |
1,702
| – | – | 0.41% | 47 |
|
|
2022
Q1 | $1.06M | Buy |
+1,702
| New | +$1.06M | 0.3% | 44 |
|