WealthPlan Investment 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
Q4
$654K Buy
2024
Q4
Sell
2024
Q3
$235K Buy
2023
Q3
Sell
2023
Q2
$15.3K Hold
2023
Q1
$12K Buy