Wealth 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
$381K Buy
+1,862
New +$381K 0.38% 59
2025
Q1
Sell
-1,596
Closed -$290K 166
2024
Q4
$290K Buy
1,596
+42
+3% +$7.63K 0.19% 125
2024
Q3
$266K Buy
+1,554
New +$266K 0.18% 122