Catamount Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5.5M | Buy |
+135,960
| New | +$5.5M | 3.13% | 9 |
|
|
2016
Q2 | – | Sell |
-77,850
| Closed | -$2.12M | – | 143 |
|
|
2016
Q1 | $2.12M | Buy |
+77,850
| New | +$2.12M | 2.45% | 13 |
|
|
2015
Q4 | – | Sell |
-450
| Closed | -$13K | – | 150 |
|
|
2015
Q3 | $13K | Sell |
450
-139,830
| -100% | -$4.04M | 0.01% | 89 |
|
|
2015
Q2 | $4.08M | Sell |
140,280
-13,740
| -9% | -$400K | 3.16% | 12 |
|
|
2015
Q1 | $3.75M | Buy |
154,020
+39,570
| +35% | +$963K | 3.09% | 9 |
|
|
2014
Q4 | $2.34M | Buy |
+114,450
| New | +$2.34M | 2.23% | 17 |
|