TrueWealth Advisors’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
Q2
$574K Buy
2,807
+1,084
+63% +$222K 0.17% 110
2025
Q1
$294K Buy
+1,723
New +$294K 0.1% 163
2024
Q4
Sell
-2,120
Closed -$362K 238
2024
Q3
$362K Buy
2,120
+448
+27% +$76.6K 0.12% 154
2024
Q2
$283K Buy
+1,672
New +$283K 0.1% 170