Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-360
| Closed | -$33K | – | 350 |
|
|
2021
Q4 | $33K | Hold |
360
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $29K | Buy |
360
+60
| +20% | +$4.83K | 0.01% | 228 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $18K | Hold |
300
| – | – | ﹤0.01% | 250 |
|
|
2020
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 312 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 406 |
|
|
2017
Q4 | – | Sell |
-1,200
| Closed | -$29K | – | 557 |
|
|
2017
Q3 | $29K | Hold |
1,200
| – | – | 0.01% | 267 |
|
|
2017
Q2 | $27K | Hold |
1,200
| – | – | 0.01% | 266 |
|
|
2017
Q1 | $23K | Buy |
+1,200
| New | +$23K | 0.01% | 274 |
|