TCA
Trifecta Capital Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
64,816
+3,597
| +6% | +$736K | 2.21% | 13 |
|
|
2025
Q1 | $10.4M | Buy |
61,219
+592
| +1% | +$101K | 2.19% | 14 |
|
|
2024
Q4 | $11M | Buy |
60,627
+31,997
| +112% | +$5.82M | 2.18% | 14 |
|
|
2024
Q3 | $9.79M | Buy |
28,630
+796
| +3% | +$272K | 2.05% | 14 |
|
|
2024
Q2 | $9.44M | Buy |
27,834
+2,089
| +8% | +$708K | 2.09% | 13 |
|
|
2024
Q1 | $7.31M | Buy |
25,745
+776
| +3% | +$220K | 1.78% | 14 |
|
|
2023
Q4 | $7.36M | Buy |
24,969
+523
| +2% | +$154K | 2.04% | 13 |
|
|
2023
Q3 | $5.73M | Buy |
24,446
+1,182
| +5% | +$277K | 1.84% | 13 |
|
|
2023
Q2 | $5.94M | Buy |
23,264
+2,010
| +9% | +$514K | 1.91% | 13 |
|
|
2023
Q1 | $4.25M | Buy |
21,254
+1,530
| +8% | +$306K | 1.5% | 17 |
|
|
2022
Q4 | $2.75M | Buy |
+19,724
| New | +$2.75M | 1.1% | 25 |
|