TSWM
Triangle Securities Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
5,632
+30
| +0.5% | +$6.14K | 0.28% | 88 |
|
|
2025
Q1 | $956K | Sell |
5,602
-30
| -0.5% | -$5.12K | 0.25% | 109 |
|
|
2024
Q4 | $1.02M | Buy |
5,632
+2,816
| +100% | +$512K | 0.26% | 99 |
|
|
2024
Q3 | $963K | Sell |
2,816
-122
| -4% | -$41.7K | 0.25% | 106 |
|
|
2024
Q2 | $996K | Buy |
+2,938
| New | +$996K | 0.28% | 97 |
|