Number of Shares
22,139.00
Current Holdings Value*
$3.78 Mil
% of Portfolio
1.05%
Total Estimate Gain
$829,814.02
% of Total Estimate Gain
22.90%

Rockline Wealth Management, LLC's Palo Alto Networks Inc Holding Summary

As of 2025-03-31, Rockline Wealth Management, LLC held 22,139.00 shares of Palo Alto Networks Inc(PANW), totaling $3.78 Mil. This investment constitutes 1.05% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of PANW, at an average price of $163.68, for a total of 22,139.00 shares. Based on historical transaction data and PANW's current price of $201.16, Rockline Wealth Management, LLC's estimated gain on his PANW holdings is $829,814.02, reflecting a 22.90% gain to date.

Rockline Wealth Management, LLC PANW ($201.16) Holding Chart

Rockline Wealth Management, LLC PANW ($201.16) 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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