WP
PANW icon

WealthPLAN Partners’s Palo Alto Networks PANW Stock Holding History

WealthPLAN Partners’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,284
Closed -$218K – 285
2024
Q2 		$218K Buy
+1,284
New +$192K 0.02% 284
2023
Q3 		– Sell
-36
Closed -$4.6K – 884
2023
Q2 		$4.6K Hold
36
– – ﹤0.01% 929
2023
Q1 		$3.6K Buy
+36
New +$3.05K ﹤0.01% 1043
2016
Q3 		$22.4K Sell
840
-30
-3% -$684 0.01% 464
2016
Q2 		$16.6K Buy
+870
New +$20.1K ﹤0.01% 1505
2015
Q4 		$3.52K Buy
+120
New +$3.46K ﹤0.01% 1411

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State Street
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return