BDO Wealth 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
Q2 | $115K | Buy |
904
+90
| +11% | +$11.5K | 0.01% | 322 |
|
|
2023
Q1 | $81.3K | Buy |
814
+226
| +38% | +$22.6K | 0.01% | 349 |
|
|
2022
Q4 | $41K | Hold |
588
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $48K | Hold |
588
| – | – | 0.01% | 410 |
|
|
2022
Q2 | $48K | Hold |
588
| – | – | 0.01% | 414 |
|
|
2022
Q1 | $61K | Hold |
588
| – | – | 0.01% | 400 |
|
|
2021
Q4 | $55K | Buy |
588
+48
| +9% | +$4.49K | 0.01% | 433 |
|
|
2021
Q3 | $43K | Buy |
540
+210
| +64% | +$16.7K | ﹤0.01% | 471 |
|
|
2021
Q2 | $20K | Buy |
330
+78
| +31% | +$4.73K | ﹤0.01% | 627 |
|
|
2021
Q1 | $14K | Buy |
+252
| New | +$14K | ﹤0.01% | 676 |
|
|
2019
Q1 | – | Sell |
-1,440
| Closed | -$45K | – | 646 |
|
|
2018
Q4 | $45K | Hold |
1,440
| – | – | 0.02% | 272 |
|
|
2018
Q3 | $54K | Hold |
1,440
| – | – | 0.02% | 286 |
|
|
2018
Q2 | $49K | Buy |
1,440
+600
| +71% | +$20.4K | 0.02% | 303 |
|
|
2018
Q1 | $25K | Buy |
+840
| New | +$25K | 0.01% | 309 |
|