Aviance Capital Partners’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
Q4
Sell
-1,506
Closed -$257K 341
2024
Q3
$257K Sell
1,506
-18
-1% -$3.08K 0.03% 292
2024
Q2
$258K Sell
1,524
-4,958
-76% -$840K 0.04% 280
2024
Q1
$921K Buy
+6,482
New +$921K 0.14% 159
2020
Q4
Sell
-36,000
Closed -$1.47M 260
2020
Q3
$1.47M Buy
+36,000
New +$1.47M 0.33% 77
2017
Q1
Sell
-11,652
Closed -$243K 204
2016
Q4
$243K Sell
11,652
-1,110
-9% -$23.1K 0.09% 188
2016
Q3
$339K Buy
12,762
+1,002
+9% +$26.6K 0.12% 157
2016
Q2
$240K Buy
11,760
+2,460
+26% +$50.2K 0.09% 181
2016
Q1
$253K Sell
9,300
-39,090
-81% -$1.06M 0.09% 166
2015
Q4
$1.42M Sell
48,390
-2,634
-5% -$77.3K 0.49% 55
2015
Q3
$1.46M Buy
+51,024
New +$1.46M 0.6% 46