Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$395,905.58
% of Total Estimate Gain
68.66%

EVOLUTIONARY TREE INNOVATORS FUND's Palo Alto Networks Inc Holding Summary

As of 2025-02-28, Ultimus Managers Trust held - shares of Palo Alto Networks Inc(PANW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2023Q2. And since then EVOLUTIONARY TREE INNOVATORS FUND has made 3 purchases of PANW, at an average price of $100.99, for a total of 5,710.00 shares. In addition, there have been 5 sales at an average price of $170.32 for 5,710.00 shares. Based on historical transaction data and PANW's current price of $187.39, EVOLUTIONARY TREE INNOVATORS FUND's estimated gain on his PANW holdings is $395,905.58, reflecting a 68.66% gain to date.

EVOLUTIONARY TREE INNOVATORS FUND PANW ($187.39) Holding Chart

EVOLUTIONARY TREE INNOVATORS FUND PANW ($187.39) 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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