Number of Shares
28,664.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
2.17%
Total Estimate Gain
$2.96 Mil
% of Total Estimate Gain
97.05%

CALIBER WEALTH MANAGEMENT, LLC's Palo Alto Networks Inc Holding Summary

As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 28,664.00 shares of Palo Alto Networks Inc(PANW), totaling $4.07 Mil. This investment constitutes 2.17% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2021Q4. And since then CALIBER WEALTH MANAGEMENT, LLC has made 6 purchases of PANW, at an average price of $88.93, for a total of 34,242.00 shares. In addition, there have been 4 sales at an average price of $95.74 for 5,578.00 shares. Based on historical transaction data and PANW's current price of $190.72, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his PANW holdings is $2.96 Mil, reflecting a 97.05% gain to date.

CALIBER WEALTH MANAGEMENT, LLC PANW ($190.72) Holding Chart

CALIBER WEALTH MANAGEMENT, LLC PANW ($190.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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