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Palo Alto Networks shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Palo Alto Networks

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All positions including Palo Alto Networks held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Palo Alto Networks by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $456k 1.5k 294.88
2023-09-30 $19k 82 234.45
2023-06-30 $12k 48 255.52
2023-03-31 $9.6k 48 199.75

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Mid Cap Etf (VO)
John Marshall Ban (JMSB)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Evermay Wealth Management

Top funds holding Palo Alto Networks

Vanguard Group
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Norges Bank Investment Management
Citadel Advisors
Royal Bank of Canada
Barclays
Wells Fargo & Company
Millennium Management
UBS Group
ClearBridge Advisors
Legal & General Group
Citigroup
Jennison Associates

View all funds holding Palo Alto Networks