TriaGen Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,720
Closed -$677K 187
2024
Q4
$677K Sell
3,720
-548
-13% -$99.7K 0.23% 84
2024
Q3
$729K Buy
+4,268
New +$729K 0.24% 85