Baron Silver Stevens Financial Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,958
| Closed | -$347K | – | 113 |
|
|
2023
Q3 | $347K | Hold |
2,958
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $378K | Hold |
2,958
| – | – | 0.08% | 68 |
|
|
2023
Q1 | $295K | Hold |
2,958
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $206K | Buy |
+2,958
| New | +$206K | 0.05% | 94 |
|
|
2022
Q3 | – | Sell |
-2,988
| Closed | -$245K | – | 136 |
|
|
2022
Q2 | $245K | Buy |
2,988
+510
| +21% | +$41.8K | 0.06% | 87 |
|
|
2022
Q1 | $257K | Buy |
+2,478
| New | +$257K | 0.06% | 81 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$1K | – | 338 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 466 |
|