Caliber Wealth Management (Utah)’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
Q1 | $4.07M | Sell |
28,664
-774
| -3% | -$110K | 2.17% | 9 |
|
|
2023
Q4 | $4.34M | Sell |
29,438
-138
| -0.5% | -$20.3K | 2.55% | 8 |
|
|
2023
Q3 | $3.47M | Buy |
29,576
+1,734
| +6% | +$203K | 2.33% | 8 |
|
|
2023
Q2 | $3.56M | Sell |
27,842
-796
| -3% | -$102K | 2.38% | 8 |
|
|
2023
Q1 | $2.86M | Buy |
28,638
+6,204
| +28% | +$620K | 2.14% | 9 |
|
|
2022
Q4 | $1.57M | Sell |
22,434
-3,870
| -15% | -$270K | 1.2% | 37 |
|
|
2022
Q3 | $2.15M | Buy |
26,304
+690
| +3% | +$56.5K | 1.7% | 25 |
|
|
2022
Q2 | $2.11M | Buy |
25,614
+10,776
| +73% | +$887K | 1.64% | 24 |
|
|
2022
Q1 | $1.54M | Buy |
14,838
+4,020
| +37% | +$417K | 0.98% | 47 |
|
|
2021
Q4 | $900K | Buy |
+10,818
| New | +$900K | 0.62% | 52 |
|