Walled Lake Planning & Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $207K | Buy |
|
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $134K | Hold |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $99K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $46K | Buy |
|