Bartlett & Co’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 | $257K | Buy |
1,738
+858
| +98% | +$127K | ﹤0.01% | 439 |
|
2023
Q3 | $103K | Buy |
880
+538
| +157% | +$63K | ﹤0.01% | 534 |
|
2023
Q2 | $44K | Buy |
+342
| New | +$44K | ﹤0.01% | 692 |
|
2022
Q3 | – | Sell |
-54
| Closed | -$4K | – | 1233 |
|
2022
Q2 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 1065 |
|
2019
Q2 | – | Sell |
-24
| Closed | -$1K | – | 776 |
|
2019
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 684 |
|