TrinityPoint Wealth, LLC
- SEC CIK
- 0001766510
- Latest filing
- Feb 14, 2025
PANW holding history
Palo Alto Networks Inc in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PANW overviewAll 13F holders of PANWFull Q4 2024 holdings
- Shares (Q4 2024)
- 20,382
- Value
- $3.71M
- % of portfolio
- 0.5%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 20,382 | $3.71M | 0.5% | +128+0.6% | AddedConverted for a 2-for-1 split | Holders |
| Q3 2024 | 10,127 | $3.46M | 0.5% | +10+0.1% | Added | Holders |
| Q2 2024 | 10,117 | $3.43M | 0.5% | +95+0.9% | Added | Holders |
| Q1 2024 | 10,022 | $2.85M | 0.5% | +10,022 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −356−100.0% | Sold out | Holders |
| Q1 2022 | 356 | $222.0K | <0.1% | +356 | New | Holders |