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Palo Alto Networks shares owned by Keudell/Morrison Wealth Management

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

Historical chart of Keudell/Morrison Wealth Management investment in Palo Alto Networks

Tip: Access up to 7 years of quarterly data

All positions including Palo Alto Networks held by Keudell/Morrison 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 Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $358k 1.2k 294.88
2021-12-31 $203k 364 557.69
2021-09-30 $234k 489 478.53

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison 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
Jennison Associates
Citigroup

View all funds holding Palo Alto Networks