Benjamin F. Edwards & Company’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$5.71M Buy
33,688
+4,968
+17% +$842K 0.1% 205
2024
Q1
$4.08M Buy
28,720
+4,790
+20% +$680K 0.07% 239
2023
Q4
$3.53M Buy
23,930
+11,304
+90% +$1.67M 0.07% 241
2023
Q3
$1.48M Sell
12,626
-466
-4% -$54.6K 0.06% 288
2023
Q2
$1.67M Sell
13,092
-870
-6% -$111K 0.06% 270
2023
Q1
$1.39M Sell
13,962
-32
-0.2% -$3.2K 0.06% 282
2022
Q4
$976K Buy
13,994
+3,756
+37% +$262K 0.04% 332
2022
Q3
$838K Buy
10,238
+956
+10% +$78.3K 0.04% 338
2022
Q2
$764K Buy
9,282
+3,588
+63% +$295K 0.04% 377
2022
Q1
$591K Buy
5,694
+354
+7% +$36.7K 0.03% 430
2021
Q4
$496K Buy
5,340
+504
+10% +$46.8K 0.02% 462
2021
Q3
$386K Buy
4,836
+18
+0.4% +$1.44K 0.02% 500
2021
Q2
$298K Sell
4,818
-4,926
-51% -$305K 0.02% 562
2021
Q1
$523K Buy
9,744
+4,410
+83% +$237K 0.03% 448
2020
Q4
$316K Sell
5,334
-1,056
-17% -$62.6K 0.02% 530
2020
Q3
$261K Sell
6,390
-396
-6% -$16.2K 0.02% 529
2020
Q2
$260K Buy
6,786
+3,666
+118% +$140K 0.02% 509
2020
Q1
$85K Sell
3,120
-1,614
-34% -$44K 0.01% 736
2019
Q4
$182K Sell
4,734
-30
-0.6% -$1.15K 0.01% 619
2019
Q3
$162K Buy
4,764
+3,096
+186% +$105K 0.01% 612
2019
Q2
$57K Buy
1,668
+96
+6% +$3.28K ﹤0.01% 869
2019
Q1
$64K Hold
1,572
0.01% 811
2018
Q4
$49K Buy
1,572
+330
+27% +$10.3K 0.01% 828
2018
Q3
$47K Hold
1,242
﹤0.01% 885
2018
Q2
$43K Hold
1,242
﹤0.01% 893
2018
Q1
$38K Sell
1,242
-21,150
-94% -$647K ﹤0.01% 909
2017
Q4
$541K Buy
22,392
+15,000
+203% +$362K 0.06% 300
2017
Q3
$178K Buy
7,392
+6,150
+495% +$148K 0.02% 477
2017
Q2
$28K Buy
+1,242
New +$28K ﹤0.01% 832
2015
Q4
Sell
-270
Closed -$8K 1216
2015
Q3
$8K Hold
270
﹤0.01% 918
2015
Q2
$8K Buy
+270
New +$8K ﹤0.01% 972