Cumberland Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-24,000
Closed -$656K 169
2020
Q1
$656K Sell
24,000
-8,700
-27% -$238K 0.08% 117
2019
Q4
$1.26M Buy
32,700
+14,700
+82% +$566K 0.11% 105
2019
Q3
$611K Buy
18,000
+6,000
+50% +$204K 0.06% 123
2019
Q2
$408K Buy
12,000
+3,000
+33% +$102K 0.04% 145
2019
Q1
$364K Buy
9,000
+600
+7% +$24.3K 0.04% 140
2018
Q4
$264K Buy
+8,400
New +$264K 0.03% 151