CIC Wealth’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
Q3 | $2.41M | Buy |
14,080
+2,334
| +20% | +$399K | 0.62% | 38 |
|
|
2024
Q2 | $1.99M | Buy |
11,746
+662
| +6% | +$112K | 0.55% | 47 |
|
|
2024
Q1 | $1.57M | Buy |
11,084
+676
| +6% | +$96K | 0.46% | 50 |
|
|
2023
Q4 | $1.53M | Sell |
10,408
-1,036
| -9% | -$153K | 0.49% | 48 |
|
|
2023
Q3 | $1.34M | Buy |
11,444
+1,226
| +12% | +$144K | 0.48% | 47 |
|
|
2023
Q2 | $1.31M | Buy |
10,218
+10
| +0.1% | +$1.28K | 0.45% | 50 |
|
|
2023
Q1 | $1.02M | Sell |
10,208
-42
| -0.4% | -$4.2K | 0.38% | 59 |
|
|
2022
Q4 | $715K | Buy |
+10,250
| New | +$715K | 0.3% | 73 |
|