B. Riley 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
Q2 | $850 | Sell |
10,320
-4,656
| -31% | -$383 | ﹤0.01% | 323 |
|
|
2022
Q1 | $1.55M | Buy |
14,976
+4,944
| +49% | +$513K | 0.12% | 166 |
|
|
2021
Q4 | $931K | Buy |
10,032
+2,028
| +25% | +$188K | 0.06% | 248 |
|
|
2021
Q3 | $639K | Buy |
+8,004
| New | +$639K | 0.05% | 291 |
|
|
2020
Q3 | – | Sell |
-6,108
| Closed | -$234K | – | 500 |
|
|
2020
Q2 | $234K | Sell |
6,108
-3,288
| -35% | -$126K | 0.03% | 348 |
|
|
2020
Q1 | $257K | Sell |
9,396
-3,540
| -27% | -$96.8K | 0.03% | 387 |
|
|
2019
Q4 | $499K | Buy |
12,936
+150
| +1% | +$5.79K | 0.07% | 213 |
|
|
2019
Q3 | $434K | Sell |
12,786
-4,260
| -25% | -$145K | 0.08% | 222 |
|
|
2019
Q2 | $579 | Buy |
17,046
+2,430
| +17% | +$83 | 0.09% | 189 |
|
|
2019
Q1 | $592K | Buy |
14,616
+2,520
| +21% | +$102K | 0.1% | 192 |
|
|
2018
Q4 | $380K | Sell |
12,096
-21,510
| -64% | -$676K | 0.08% | 209 |
|
|
2018
Q3 | $1.26M | Buy |
+33,606
| New | +$1.26M | 0.31% | 76 |
|