BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16.6K | Buy |
130
+6
| +5% | +$767 | ﹤0.01% | 510 |
|
|
2023
Q1 | $12.4K | Buy |
124
+80
| +182% | +$7.99K | ﹤0.01% | 572 |
|
|
2022
Q4 | $3.07K | Buy |
44
+4
| +10% | +$279 | ﹤0.01% | 748 |
|
|
2022
Q3 | $3K | Buy |
40
+4
| +11% | +$300 | ﹤0.01% | 768 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 782 |
|
|
2022
Q1 | $4K | Buy |
36
+6
| +20% | +$667 | ﹤0.01% | 766 |
|
|
2021
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 875 |
|
|
2021
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 897 |
|
|
2021
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 835 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 796 |
|
|
2020
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 793 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 843 |
|
|
2020
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 887 |
|