Wendell David Associates’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
Q3
$711K Sell
2025
Q2
$736K Sell
2025
Q1
$628K Hold
2024
Q4
$670K Hold
2024
Q3
$629K Sell
2024
Q2
$629K Buy
2024
Q1
$486K Sell
2023
Q4
$544K Buy
2023
Q3
$312K Buy