Aevitas Wealth Management’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
Q4 | $4.05M | Sell |
58,066
-740
| -1% | -$51.6K | 2.4% | 11 |
|
|
2022
Q3 | $4.82M | Sell |
58,806
-288
| -0.5% | -$23.6K | 3.62% | 5 |
|
|
2022
Q2 | $4.87M | Sell |
59,094
-600
| -1% | -$49.4K | 3.29% | 6 |
|
|
2022
Q1 | $6.19M | Buy |
59,694
+7,326
| +14% | +$760K | 3.79% | 4 |
|
|
2021
Q4 | $4.86M | Buy |
52,368
+720
| +1% | +$66.8K | 2.89% | 8 |
|
|
2021
Q3 | $4.12M | Buy |
51,648
+1,200
| +2% | +$95.8K | 2.63% | 8 |
|
|
2021
Q2 | $3.12M | Buy |
50,448
+360
| +0.7% | +$22.3K | 1.99% | 12 |
|
|
2021
Q1 | $2.69M | Buy |
50,088
+498
| +1% | +$26.7K | 1.88% | 12 |
|
|
2020
Q4 | $2.94M | Buy |
49,590
+2,580
| +5% | +$153K | 2.15% | 9 |
|
|
2020
Q3 | $1.92M | Buy |
47,010
+38,760
| +470% | +$1.58M | 1.58% | 12 |
|
|
2020
Q2 | $316K | Buy |
+8,250
| New | +$316K | 0.29% | 80 |
|