Valley Wealth Managers’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
$686K Sell
3,351
-941
-22% -$193K 0.05% 141
2025
Q1
$732K Buy
4,292
+80
+2% +$13.7K 0.06% 136
2024
Q4
$766K Buy
4,212
+344
+9% +$62.6K 0.06% 137
2024
Q3
$661K Buy
+3,868
New +$661K 0.05% 143