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Castle Rock Wealth Management, LLC → PANW

Castle Rock Wealth Management, LLC PANW Position History

Palo Alto Networks, Inc. • Technology

Quarters held
5
Latest value
$9M
Q3 2026
Peak value
$9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5M
Q4 2025$4M
Q1 2026$4.1M
Q2 2026$8.7M
Q3 2026$9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9M21.4K——
Q2 2026$8.7M24.8K——
Q1 2026$4.1M24.9K——
Q4 2025$4M24.1K——
Q3 2025$5M23.9K——

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