Barton Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,270
| Closed | -$207K | – | 44 |
|
|
2017
Q2 | $207K | Sell |
9,270
-170,370
| -95% | -$3.8M | 0.05% | 42 |
|
|
2017
Q1 | $3.37M | Sell |
179,640
-35,838
| -17% | -$673K | 0.98% | 13 |
|
|
2016
Q4 | $4.49M | Buy |
215,478
+1,968
| +0.9% | +$41K | 1.49% | 12 |
|
|
2016
Q3 | $5.67M | Buy |
213,510
+12,810
| +6% | +$340K | 1.91% | 11 |
|
|
2016
Q2 | $4.1M | Buy |
200,700
+44,370
| +28% | +$907K | 1.49% | 12 |
|
|
2016
Q1 | $4.25M | Buy |
+156,330
| New | +$4.25M | 1.17% | 15 |
|