FDx Advisors’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
Q1 | – | Sell |
-5,398
| Closed | -$796K | – | 558 |
|
|
2023
Q4 | $796K | Sell |
5,398
-1,838
| -25% | -$271K | 0.06% | 304 |
|
|
2023
Q3 | $848K | Sell |
7,236
-4,470
| -38% | -$524K | 0.07% | 248 |
|
|
2023
Q2 | $1.5M | Buy |
11,706
+2,278
| +24% | +$291K | 0.08% | 233 |
|
|
2023
Q1 | $658K | Hold |
9,428
| – | – | 0.03% | 369 |
|
|
2022
Q4 | $658K | Sell |
9,428
-1,112
| -11% | -$77.6K | 0.03% | 369 |
|
|
2022
Q3 | $863K | Sell |
10,540
-1,766
| -14% | -$145K | 0.04% | 299 |
|
|
2022
Q2 | $1.01M | Buy |
12,306
+2,772
| +29% | +$228K | 0.04% | 317 |
|
|
2022
Q1 | $989K | Sell |
9,534
-1,080
| -10% | -$112K | 0.03% | 328 |
|
|
2021
Q4 | $985K | Sell |
10,614
-516
| -5% | -$47.9K | 0.03% | 363 |
|
|
2021
Q3 | $889K | Sell |
11,130
-672
| -6% | -$53.7K | 0.03% | 361 |
|
|
2021
Q2 | $730K | Buy |
11,802
+90
| +0.8% | +$5.57K | 0.02% | 404 |
|
|
2021
Q1 | $629K | Buy |
11,712
+2,040
| +21% | +$110K | 0.02% | 409 |
|
|
2020
Q4 | $573K | Buy |
9,672
+636
| +7% | +$37.7K | 0.02% | 400 |
|
|
2020
Q3 | $369K | Sell |
9,036
-96
| -1% | -$3.92K | 0.02% | 446 |
|
|
2020
Q2 | $350K | Buy |
9,132
+936
| +11% | +$35.9K | 0.02% | 412 |
|
|
2020
Q1 | $224K | Sell |
8,196
-1,224
| -13% | -$33.5K | 0.01% | 446 |
|
|
2019
Q4 | $363K | Buy |
9,420
+558
| +6% | +$21.5K | 0.02% | 431 |
|
|
2019
Q3 | $301K | Buy |
8,862
+840
| +10% | +$28.5K | 0.02% | 479 |
|
|
2019
Q2 | $272K | Sell |
8,022
-456
| -5% | -$15.5K | 0.01% | 668 |
|
|
2019
Q1 | $343K | Buy |
8,478
+372
| +5% | +$15.1K | 0.01% | 564 |
|
|
2018
Q4 | $254K | Buy |
8,106
+1,470
| +22% | +$46.1K | 0.02% | 455 |
|
|
2018
Q3 | $249K | Sell |
6,636
-1,632
| -20% | -$61.2K | 0.01% | 769 |
|
|
2018
Q2 | $283K | Sell |
8,268
-5,454
| -40% | -$187K | 0.01% | 740 |
|
|
2018
Q1 | $415K | Sell |
13,722
-672
| -5% | -$20.3K | 0.01% | 850 |
|
|
2017
Q4 | $348K | Sell |
14,394
-5,448
| -27% | -$132K | 0.01% | 955 |
|
|
2017
Q3 | $477K | Sell |
19,842
-8,838
| -31% | -$212K | 0.01% | 823 |
|
|
2017
Q2 | $640K | Buy |
28,680
+1,578
| +6% | +$35.2K | 0.02% | 678 |
|
|
2017
Q1 | $509K | Sell |
27,102
-7,674
| -22% | -$144K | 0.02% | 776 |
|
|
2016
Q4 | $725K | Buy |
+34,776
| New | +$725K | 0.02% | 626 |
|