Cromwell Sustainable Balanced Fund PANW Holdings History
Number of Shares
1,580.00
Current Holdings Value*
$269,610.00
% of Portfolio
3.85%
Total Estimate Gain
$64,693.10
% of Total Estimate Gain
25.96%
Cromwell Sustainable Balanced Fund's Palo Alto Networks Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 1,580.00 shares of Palo Alto Networks Inc(PANW), totaling $269,610.00. This investment constitutes 3.85% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Palo Alto Networks Inc(PANW) stock.
The initial trade took place in 2024Q1. Based on historical transaction data and PANW's current price of $198.69, Cromwell Sustainable Balanced Fund's estimated gain on his PANW holdings is $64,693.10, reflecting a 25.96% gain to date.
Cromwell Sustainable Balanced Fund PANW ($198.69) Holding Chart
Cromwell Sustainable Balanced Fund PANW ($198.69) 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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