Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,952
| Closed | -$331K | – | 274 |
|
|
2024
Q2 | $331K | Sell |
1,952
-2,594
| -57% | -$440K | 0.14% | 181 |
|
|
2024
Q1 | $646K | Sell |
4,546
-422
| -8% | -$60K | 0.12% | 193 |
|
|
2023
Q4 | $732K | Sell |
4,968
-208
| -4% | -$30.7K | 0.12% | 185 |
|
|
2023
Q3 | $607K | Sell |
5,176
-2,150
| -29% | -$252K | 0.1% | 212 |
|
|
2023
Q2 | $936K | Sell |
7,326
-1,876
| -20% | -$240K | 0.1% | 211 |
|
|
2023
Q1 | $919K | Sell |
9,202
-44
| -0.5% | -$4.39K | 0.1% | 214 |
|
|
2022
Q4 | $645K | Sell |
9,246
-382
| -4% | -$26.7K | 0.08% | 269 |
|
|
2022
Q3 | $788K | Buy |
9,628
+130
| +1% | +$10.6K | 0.11% | 204 |
|
|
2022
Q2 | $782K | Buy |
9,498
+2,112
| +29% | +$174K | 0.1% | 215 |
|
|
2022
Q1 | $766K | Sell |
7,386
-2,838
| -28% | -$294K | 0.08% | 240 |
|
|
2021
Q4 | $949K | Buy |
10,224
+222
| +2% | +$20.6K | 0.1% | 214 |
|
|
2021
Q3 | $798K | Buy |
10,002
+4,866
| +95% | +$388K | 0.11% | 204 |
|
|
2021
Q2 | $318K | Buy |
5,136
+1,140
| +29% | +$70.6K | 0.05% | 382 |
|
|
2021
Q1 | $214K | Buy |
3,996
+444
| +13% | +$23.8K | 0.04% | 438 |
|
|
2020
Q4 | $210K | Buy |
+3,552
| New | +$210K | 0.06% | 311 |
|