Buckingham Strategic 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
Q2 | $2.24M | Sell |
13,212
-274
| -2% | -$46.4K | 0.02% | 225 |
|
|
2024
Q1 | $1.92M | Buy |
13,486
+112
| +0.8% | +$15.9K | 0.02% | 245 |
|
|
2023
Q4 | $1.97M | Buy |
13,374
+4,276
| +47% | +$630K | 0.02% | 234 |
|
|
2023
Q3 | $1.07M | Buy |
9,098
+98
| +1% | +$11.5K | 0.02% | 284 |
|
|
2023
Q2 | $1.15M | Buy |
9,000
+138
| +2% | +$17.6K | 0.02% | 276 |
|
|
2023
Q1 | $618K | Hold |
8,862
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $618K | Sell |
8,862
-138
| -2% | -$9.63K | 0.01% | 342 |
|
|
2022
Q3 | $737K | Buy |
9,000
+66
| +0.7% | +$5.41K | 0.02% | 296 |
|
|
2022
Q2 | $735K | Buy |
8,934
+384
| +4% | +$31.6K | 0.01% | 298 |
|
|
2022
Q1 | $887K | Buy |
8,550
+270
| +3% | +$28K | 0.02% | 268 |
|
|
2021
Q4 | $768K | Sell |
8,280
-330
| -4% | -$30.6K | 0.01% | 292 |
|
|
2021
Q3 | $687K | Buy |
8,610
+72
| +0.8% | +$5.75K | 0.01% | 301 |
|
|
2021
Q2 | $528K | Hold |
8,538
| – | – | 0.01% | 339 |
|
|
2021
Q1 | $458K | Sell |
8,538
-12
| -0.1% | -$644 | 0.02% | 349 |
|
|
2020
Q4 | $506K | Buy |
8,550
+360
| +4% | +$21.3K | 0.03% | 314 |
|
|
2020
Q3 | $334K | Buy |
+8,190
| New | +$334K | 0.03% | 341 |
|
|
2020
Q2 | – | Sell |
-8,424
| Closed | -$230K | – | 453 |
|
|
2020
Q1 | $230K | Buy |
8,424
+198
| +2% | +$5.41K | 0.02% | 400 |
|
|
2019
Q4 | $317K | Buy |
+8,226
| New | +$317K | 0.03% | 344 |
|
|
2019
Q2 | – | Sell |
-5,376
| Closed | -$218K | – | 456 |
|
|
2019
Q1 | $218K | Buy |
+5,376
| New | +$218K | 0.03% | 375 |
|