Wealth Architects’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
$299K Buy
1,462
+24
+2% +$4.91K 0.03% 173
2025
Q1
$245K Sell
1,438
-6
-0.4% -$1.02K 0.03% 196
2024
Q4
$263K Sell
1,444
-112
-7% -$20.4K 0.03% 180
2024
Q3
$266K Sell
1,556
-212
-12% -$36.2K 0.03% 178
2024
Q2
$300K Sell
1,768
-188
-10% -$31.9K 0.04% 167
2024
Q1
$278K Buy
1,956
+222
+13% +$31.5K 0.04% 166
2023
Q4
$256K Buy
+1,734
New +$256K 0.04% 168