Endurance 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
Q2 | $5.33M | Buy |
41,778
+250
| +0.6% | +$31.9K | 0.73% | 38 |
|
|
2023
Q1 | $4.15M | Buy |
41,528
+250
| +0.6% | +$25K | 0.59% | 45 |
|
|
2022
Q4 | $2.88M | Buy |
41,278
+970
| +2% | +$67.7K | 0.43% | 51 |
|
|
2022
Q3 | $3.3M | Buy |
40,308
+510
| +1% | +$41.8K | 0.55% | 47 |
|
|
2022
Q2 | $3.28M | Sell |
39,798
-360
| -0.9% | -$29.6K | 0.5% | 50 |
|
|
2022
Q1 | $4.17M | Buy |
40,158
+4,650
| +13% | +$483K | 0.54% | 51 |
|
|
2021
Q4 | $3.29M | Sell |
35,508
-1,062
| -3% | -$98.5K | 0.35% | 68 |
|
|
2021
Q3 | $2.87M | Sell |
36,570
-546
| -1% | -$42.8K | 0.32% | 75 |
|
|
2021
Q2 | $2.31M | Buy |
37,116
+2,484
| +7% | +$154K | 0.26% | 83 |
|
|
2021
Q1 | $1.86M | Buy |
34,632
+4,080
| +13% | +$219K | 0.22% | 88 |
|
|
2020
Q4 | $1.81M | Hold |
30,552
| – | – | 0.23% | 81 |
|
|
2020
Q3 | $1.25M | Sell |
30,552
-420
| -1% | -$17.1K | 0.18% | 88 |
|
|
2020
Q2 | $1.19M | Buy |
30,972
+900
| +3% | +$34.4K | 0.19% | 86 |
|
|
2020
Q1 | $821K | Buy |
30,072
+9,780
| +48% | +$267K | 0.16% | 95 |
|
|
2019
Q4 | $781K | Hold |
20,292
| – | – | 0.12% | 106 |
|
|
2019
Q3 | $689K | Buy |
20,292
+1,932
| +11% | +$65.6K | 0.11% | 110 |
|
|
2019
Q2 | $624K | Buy |
18,360
+870
| +5% | +$29.6K | 0.1% | 119 |
|
|
2019
Q1 | $707K | Buy |
17,490
+600
| +4% | +$24.3K | 0.12% | 109 |
|
|
2018
Q4 | $530K | Buy |
16,890
+2,550
| +18% | +$80K | 0.1% | 119 |
|
|
2018
Q3 | $538K | Sell |
14,340
-60
| -0.4% | -$2.25K | 0.08% | 122 |
|
|
2018
Q2 | $494K | Sell |
14,400
-750
| -5% | -$25.7K | 0.08% | 123 |
|
|
2018
Q1 | $458K | Sell |
15,150
-2,970
| -16% | -$89.8K | 0.08% | 128 |
|
|
2017
Q4 | $438K | Sell |
18,120
-4,140
| -19% | -$100K | 0.07% | 128 |
|
|
2017
Q3 | $534K | Buy |
22,260
+600
| +3% | +$14.4K | 0.09% | 121 |
|
|
2017
Q2 | $483K | Buy |
21,660
+66
| +0.3% | +$1.47K | 0.08% | 124 |
|
|
2017
Q1 | $405K | Buy |
21,594
+5,424
| +34% | +$102K | 0.07% | 130 |
|
|
2016
Q4 | $337K | Buy |
16,170
+3,240
| +25% | +$67.5K | 0.06% | 134 |
|
|
2016
Q3 | $344K | Buy |
12,930
+2,280
| +21% | +$60.7K | 0.06% | 134 |
|
|
2016
Q2 | $218K | Buy |
10,650
+9,150
| +610% | +$187K | 0.04% | 153 |
|
|
2016
Q1 | $41 | Buy |
+1,500
| New | +$41 | 0.01% | 279 |
|