Cascade Wealth Advisors, Inc
- SEC CIK
- 0002018936
- Latest filing
- Aug 10, 2026
PANW holding history
Palo Alto Networks Inc in every 13F filed by Cascade Wealth Advisors, Inc, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 1,120
- Value
- $407.5K
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,120 | $407.5K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2026 | 1,120 | $232.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 1,120 | $205.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,120 | $242.5K | 0.1% | +1,120 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,120−100.0% | Sold out | Holders |
| Q4 2024 | 1,120 | $203.8K | 0.1% | +1,120 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −680−100.0% | Sold out | Holders |
| Q2 2024 | 680 | $217.7K | 0.2% | +680 | New | Holders |