BA
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 |
|