Palo Alto Networks shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Palo Alto Networks (PANW) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Palo Alto Networks
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Quarterly reported holdings in Palo Alto Networks by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515k | 2.5k | 203.62 |
| 2025-06-30 | $518k | 2.5k | 204.64 |
| 2025-03-31 | $432k | 2.5k | 170.64 |
| 2024-12-31 | $439k | 2.4k | 181.96 |
| 2024-09-30 | $412k | 1.2k | 341.80 |
| 2024-06-30 | $419k | 1.2k | 339.01 |
| 2024-03-31 | $351k | 1.2k | 284.13 |
| 2023-12-31 | $385k | 1.3k | 294.88 |
| 2023-09-30 | $316k | 1.3k | 234.44 |
| 2023-06-30 | $445k | 1.7k | 255.51 |
| 2023-03-31 | $761k | 3.8k | 199.74 |
| 2022-12-31 | $736k | 5.3k | 139.55 |
| 2022-09-30 | $864k | 5.3k | 163.82 |
| 2022-06-30 | $869k | 1.8k | 494.03 |
| 2022-03-31 | $1.1M | 1.8k | 622.76 |
| 2021-12-31 | $1.0M | 1.9k | 556.57 |
| 2021-09-30 | $902k | 1.9k | 478.77 |
| 2021-06-30 | $819k | 2.2k | 371.09 |
| 2021-03-31 | $737k | 2.3k | 322.26 |
| 2020-12-31 | $1.2M | 3.4k | 355.27 |
| 2020-09-30 | $851k | 3.5k | 244.75 |
| 2020-06-30 | $812k | 3.5k | 229.57 |
| 2020-03-31 | $624k | 3.8k | 164.04 |
| 2019-12-31 | $825k | 3.6k | 231.16 |
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