CCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,764
| Closed | -$263K | – | 93 |
|
|
2022
Q4 | $263K | Sell |
3,764
-104
| -3% | -$7.26K | 0.15% | 74 |
|
|
2022
Q3 | $317K | Buy |
3,868
+688
| +22% | +$56.4K | 0.19% | 55 |
|
|
2022
Q2 | $262K | Buy |
3,180
+138
| +5% | +$11.4K | 0.15% | 78 |
|
|
2022
Q1 | $316K | Sell |
3,042
-18
| -0.6% | -$1.87K | 0.15% | 78 |
|
|
2021
Q4 | $284K | Hold |
3,060
| – | – | 0.15% | 63 |
|
|
2021
Q3 | $244K | Buy |
+3,060
| New | +$244K | 0.14% | 84 |
|