Wealthedge Investment Advisors’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
Sell
-1,379
Closed -$235K 178
2025
Q1
$235K Sell
1,379
-4,676
-77% -$798K 0.11% 143
2024
Q4
$1.1M Buy
+6,055
New +$1.1M 0.5% 58