WGAM
Wilkinson Global Asset Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,120
| Closed | -$204K | – | 80 |
|
|
2024
Q4 | $204K | Buy |
+1,120
| New | +$204K | 0.01% | 79 |
|
|
2024
Q3 | – | Sell |
-846
| Closed | -$287K | – | 80 |
|
|
2024
Q2 | $287K | Hold |
846
| – | – | 0.02% | 72 |
|
|
2024
Q1 | $240K | Hold |
846
| – | – | 0.02% | 80 |
|
|
2023
Q4 | $249K | Buy |
+846
| New | +$249K | 0.02% | 79 |
|
|
2023
Q3 | – | Sell |
-846
| Closed | -$216K | – | 96 |
|
|
2023
Q2 | $216K | Buy |
+846
| New | +$216K | 0.02% | 90 |
|