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BKS Advisors’s Palo Alto Networks PANW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$1.57M Buy
6,467
+1,007
+18% +$245K 0.63% 45
2018
Q4
$1.03M Sell
5,460
-565
-9% -$106K 0.47% 56
2018
Q3
$1.36M Hold
6,025
0.5% 54
2018
Q2
$1.24M Sell
6,025
-1,500
-20% -$308K 0.44% 60
2018
Q1
$1.37M Hold
7,525
0.5% 57
2017
Q4
$1.09M Sell
7,525
-1,000
-12% -$145K 0.4% 70
2017
Q3
$1.23M Hold
8,525
0.48% 60
2017
Q2
$1.14M Hold
8,525
0.46% 63
2017
Q1
$961K Sell
8,525
-1,600
-16% -$180K 0.42% 70
2016
Q4
$1.27M Buy
10,125
+2,375
+31% +$297K 0.59% 57
2016
Q3
$1.24M Sell
7,750
-3,575
-32% -$570K 0.57% 55
2016
Q2
$1.39M Sell
11,325
-275
-2% -$33.7K 0.71% 48
2016
Q1
$1.89M Sell
11,600
-1,900
-14% -$310K 0.99% 31
2015
Q4
$2.38M Sell
13,500
-28,065
-68% -$4.94M 1.22% 27
2015
Q3
$7.15M Sell
41,565
-615
-1% -$106K 3.97% 2
2015
Q2
$7.37M Sell
42,180
-21,100
-33% -$3.69M 3.52% 2
2015
Q1
$9.24M Buy
+63,280
New +$9.24M 4.39% 1