ACG Wealth’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.14M | Sell |
50,588
-1,210
| -2% | -$99.1K | 0.95% | 24 |
|
|
2022
Q2 | $4.26M | Sell |
51,798
-1,398
| -3% | -$115K | 0.87% | 24 |
|
|
2022
Q1 | $5.52M | Sell |
53,196
-37,710
| -41% | -$3.91M | 1.04% | 19 |
|
|
2021
Q4 | $8.44M | Sell |
90,906
-28,062
| -24% | -$2.6M | 1.2% | 12 |
|
|
2021
Q3 | $9.5M | Sell |
118,968
-1,422
| -1% | -$114K | 1.25% | 14 |
|
|
2021
Q2 | $7.45M | Buy |
120,390
+600
| +0.5% | +$37.1K | 0.94% | 29 |
|
|
2021
Q1 | $6.43M | Sell |
119,790
-804
| -0.7% | -$43.2K | 0.85% | 28 |
|
|
2020
Q4 | $7.14M | Buy |
120,594
+528
| +0.4% | +$31.3K | 0.99% | 23 |
|
|
2020
Q3 | $4.9M | Sell |
120,066
-8,478
| -7% | -$346K | 0.74% | 36 |
|
|
2020
Q2 | $4.92M | Sell |
128,544
-132
| -0.1% | -$5.05K | 0.8% | 37 |
|
|
2020
Q1 | $3.52M | Buy |
128,676
+30,066
| +30% | +$822K | 0.65% | 42 |
|
|
2019
Q4 | $3.8M | Buy |
98,610
+8,502
| +9% | +$328K | 0.57% | 50 |
|
|
2019
Q3 | $3.06M | Buy |
90,108
+1,662
| +2% | +$56.5K | 0.45% | 60 |
|
|
2019
Q2 | $3M | Buy |
88,446
+76,320
| +629% | +$2.59M | 0.4% | 65 |
|
|
2019
Q1 | $491K | Buy |
12,126
+180
| +2% | +$7.29K | 0.07% | 207 |
|
|
2018
Q4 | $375K | Buy |
11,946
+540
| +5% | +$17K | 0.06% | 209 |
|
|
2018
Q3 | $428K | Buy |
11,406
+1,560
| +16% | +$58.5K | 0.06% | 209 |
|
|
2018
Q2 | $337K | Hold |
9,846
| – | – | 0.05% | 216 |
|
|
2018
Q1 | $298K | Buy |
9,846
+474
| +5% | +$14.3K | 0.05% | 229 |
|
|
2017
Q4 | $226K | Buy |
+9,372
| New | +$226K | 0.03% | 284 |
|