Capital Advisory Group Advisory Services’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-282
| Closed | -$29K | – | 399 |
|
2022
Q1 | $29K | Buy |
+282
| New | +$29K | 0.01% | 276 |
|
2021
Q4 | – | Sell |
-282
| Closed | -$23K | – | 392 |
|
2021
Q3 | $23K | Hold |
282
| – | – | 0.01% | 318 |
|
2021
Q2 | $17K | Hold |
282
| – | – | 0.01% | 350 |
|
2021
Q1 | $15K | Hold |
282
| – | – | 0.01% | 345 |
|
2020
Q4 | $17K | Hold |
282
| – | – | 0.01% | 322 |
|
2020
Q3 | $12K | Hold |
282
| – | – | 0.01% | 303 |
|
2020
Q2 | $11K | Hold |
282
| – | – | 0.01% | 297 |
|
2020
Q1 | $8K | Buy |
+282
| New | +$8K | 0.01% | 258 |
|
2019
Q4 | – | Sell |
-282
| Closed | -$9K | – | 346 |
|
2019
Q3 | $9K | Hold |
282
| – | – | 0.01% | 294 |
|
2019
Q2 | $9K | Buy |
282
+246
| +683% | +$7.85K | 0.01% | 292 |
|
2019
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 402 |
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 380 |
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 355 |
|
2018
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 339 |
|
2018
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 328 |
|