Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.66M | Sell |
20,118
-176
| -0.9% | -$32K | 0.29% | 90 |
|
|
2024
Q3 | $3.47M | Buy |
+20,294
| New | +$3.47M | 0.27% | 80 |
|
|
2024
Q2 | – | Sell |
-17,176
| Closed | -$2.4M | – | 212 |
|
|
2024
Q1 | $2.4M | Buy |
17,176
+2,090
| +14% | +$292K | 0.21% | 100 |
|
|
2023
Q4 | $2.22M | Buy |
15,086
+2,398
| +19% | +$354K | 0.21% | 93 |
|
|
2023
Q3 | $1.49M | Buy |
+12,688
| New | +$1.49M | 0.15% | 105 |
|