Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $331K | Sell |
4,158
-402
| -9% | -$32K | 0.05% | 181 |
|
|
2021
Q2 | $281K | Buy |
4,560
+582
| +15% | +$35.9K | 0.04% | 186 |
|
|
2021
Q1 | $213K | Buy |
3,978
+432
| +12% | +$23.1K | 0.04% | 183 |
|
|
2020
Q4 | $209K | Buy |
3,546
+2,772
| +358% | +$163K | 0.05% | 158 |
|
|
2020
Q3 | $31K | Buy |
774
+246
| +47% | +$9.85K | 0.01% | 468 |
|
|
2020
Q2 | $19K | Buy |
528
+234
| +80% | +$8.42K | 0.01% | 562 |
|
|
2020
Q1 | $7K | Sell |
294
-30
| -9% | -$714 | ﹤0.01% | 789 |
|
|
2019
Q4 | $12K | Hold |
324
| – | – | ﹤0.01% | 681 |
|
|
2019
Q3 | $11K | Buy |
324
+162
| +100% | +$5.5K | ﹤0.01% | 688 |
|
|
2019
Q2 | $5K | Sell |
162
-900
| -85% | -$27.8K | ﹤0.01% | 963 |
|
|
2019
Q1 | $42K | Buy |
1,062
+258
| +32% | +$10.2K | 0.01% | 303 |
|
|
2018
Q4 | $24K | Buy |
+804
| New | +$24K | 0.01% | 355 |
|
|
2018
Q3 | – | Sell |
-30,072
| Closed | -$1.03M | – | 119 |
|
|
2018
Q2 | $1.03M | Hold |
30,072
| – | – | 0.36% | 37 |
|
|
2018
Q1 | $910K | Sell |
30,072
-102
| -0.3% | -$3.09K | 0.35% | 41 |
|
|
2017
Q4 | $729K | Buy |
+30,174
| New | +$729K | 0.24% | 48 |
|