Bison Wealth’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
Q4 | $948K | Buy |
5,212
+1,338
| +35% | +$243K | 0.21% | 95 |
|
|
2024
Q3 | $662K | Sell |
3,874
-1,524
| -28% | -$261K | 0.11% | 190 |
|
|
2024
Q2 | $767K | Hold |
5,398
| – | – | 0.12% | 169 |
|
|
2024
Q1 | $767K | Buy |
5,398
+1,672
| +45% | +$238K | 0.12% | 169 |
|
|
2023
Q4 | $549K | Buy |
3,726
+36
| +1% | +$5.31K | 0.1% | 220 |
|
|
2023
Q3 | $433K | Buy |
3,690
+130
| +4% | +$15.2K | 0.08% | 237 |
|
|
2023
Q2 | $455K | Buy |
+3,560
| New | +$455K | 0.08% | 232 |
|