Wealth Alliance Advisory Group’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
$228K Buy
+1,115
New +$228K 0.04% 173
2025
Q1
Sell
-1,500
Closed -$273K 202
2024
Q4
$273K Buy
1,500
+198
+15% +$36K 0.06% 149
2024
Q3
$223K Buy
1,302
+100
+8% +$17.1K 0.05% 170
2024
Q2
$204K Buy
+1,202
New +$204K 0.05% 178