Carroll Financial Associates’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $110K | Buy |
1,164
+210
| +22% | +$19.8K | 0.01% | 513 |
|
|
2021
Q3 | $76K | Hold |
954
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $58K | Hold |
954
| – | – | ﹤0.01% | 764 |
|
|
2021
Q1 | $51K | Hold |
954
| – | – | ﹤0.01% | 763 |
|
|
2020
Q4 | $56K | Sell |
954
-168
| -15% | -$9.86K | ﹤0.01% | 672 |
|
|
2020
Q3 | $45K | Buy |
1,122
+168
| +18% | +$6.74K | ﹤0.01% | 681 |
|
|
2020
Q2 | $36K | Hold |
954
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $26K | Hold |
954
| – | – | ﹤0.01% | 730 |
|
|
2019
Q4 | $36K | Hold |
954
| – | – | ﹤0.01% | 736 |
|
|
2019
Q3 | $32K | Sell |
954
-120
| -11% | -$4.03K | ﹤0.01% | 712 |
|
|
2019
Q2 | $36K | Sell |
1,074
-8,574
| -89% | -$287K | ﹤0.01% | 676 |
|
|
2019
Q1 | $390K | Buy |
9,648
+9,024
| +1,446% | +$365K | 0.04% | 227 |
|
|
2018
Q4 | $19K | Sell |
624
-240
| -28% | -$7.31K | ﹤0.01% | 685 |
|
|
2018
Q3 | $32K | Hold |
864
| – | – | ﹤0.01% | 597 |
|
|
2018
Q2 | $29K | Hold |
864
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $26K | Hold |
864
| – | – | ﹤0.01% | 606 |
|
|
2017
Q4 | $20K | Hold |
864
| – | – | ﹤0.01% | 661 |
|
|
2017
Q3 | $20K | Buy |
864
+444
| +106% | +$10.3K | ﹤0.01% | 659 |
|
|
2017
Q2 | $9K | Hold |
420
| – | – | ﹤0.01% | 864 |
|
|
2017
Q1 | $7K | Buy |
+420
| New | +$7K | ﹤0.01% | 922 |
|
|
2016
Q2 | – | Sell |
-198
| Closed | -$5K | – | 1193 |
|
|
2016
Q1 | $5K | Buy |
+198
| New | +$5K | ﹤0.01% | 904 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$7K | – | 1114 |
|
|
2015
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 580 |
|