WT Wealth Management’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
$225K Buy
+1,100
New +$225K 0.07% 134
2023
Q4
Sell
-10,670
Closed -$1.25M 116
2023
Q3
$1.25M Buy
10,670
+170
+2% +$19.9K 0.54% 52
2023
Q2
$1.34M Buy
10,500
+594
+6% +$75.9K 0.56% 50
2023
Q1
$989K Buy
+9,906
New +$989K 0.43% 71