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Palo Alto Networks shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Palo Alto Networks

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All positions including Palo Alto Networks held by Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $252k 888 284.13
2023-12-31 $257k 870 294.88
2023-09-30 $203k 864 234.44
2023-06-30 $221k 864 255.51

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Montz Harcus Wealth Management

Top funds holding Palo Alto Networks

Vanguard Group
BlackRock
Susquehanna International
Bank of America Corporation
Jpmorgan Chase & Co
Geode Capital Management
Citadel Advisors
FMR
Royal Bank of Canada
UBS Group
Barclays
Goldman Sachs Group
Ameriprise Financial
Nuveen Asset Management
Northern Trust

View all funds holding Palo Alto Networks