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