American Trust’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,288
| Closed | -$337K | – | 309 |
|
|
2023
Q4 | $337K | Sell |
2,288
-648
| -22% | -$95.5K | 0.02% | 191 |
|
|
2023
Q3 | $344K | Sell |
2,936
-2,082
| -41% | -$244K | 0.03% | 195 |
|
|
2023
Q2 | $641K | Sell |
5,018
-702
| -12% | -$89.7K | 0.04% | 185 |
|
|
2023
Q1 | $571K | Sell |
5,720
-1,116
| -16% | -$111K | 0.04% | 193 |
|
|
2022
Q4 | $477K | Sell |
6,836
-712
| -9% | -$49.7K | 0.04% | 219 |
|
|
2022
Q3 | $1.86M | Sell |
7,548
-1,446
| -16% | -$357K | 0.16% | 100 |
|
|
2022
Q2 | $740K | Buy |
8,994
+2,562
| +40% | +$211K | 0.06% | 160 |
|
|
2022
Q1 | $667K | Sell |
6,432
-1,134
| -15% | -$118K | 0.04% | 197 |
|
|
2021
Q4 | $702K | Buy |
+7,566
| New | +$702K | 0.05% | 131 |
|