Financial Architects (New Jersey)’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 | $630K | Buy |
4,930
+622
| +14% | +$79.5K | 0.1% | 183 |
|
|
2023
Q1 | $430K | Buy |
4,308
+30
| +0.7% | +$3K | 0.07% | 225 |
|
|
2022
Q4 | $298K | Buy |
4,278
+228
| +6% | +$15.9K | 0.05% | 266 |
|
|
2022
Q3 | $332K | Buy |
+4,050
| New | +$332K | 0.06% | 242 |
|
|
2022
Q2 | – | Sell |
-4,050
| Closed | -$420K | – | 194 |
|
|
2022
Q1 | $420K | Sell |
4,050
-1,200
| -23% | -$124K | 0.06% | 219 |
|
|
2021
Q4 | $487K | Sell |
5,250
-60
| -1% | -$5.57K | 0.07% | 205 |
|
|
2021
Q3 | $424K | Buy |
+5,310
| New | +$424K | 0.06% | 220 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$29K | – | 610 |
|
|
2020
Q2 | $29K | Hold |
750
| – | – | 0.01% | 491 |
|
|
2020
Q1 | $20K | Hold |
750
| – | – | 0.01% | 511 |
|
|
2019
Q4 | $29K | Hold |
750
| – | – | 0.01% | 509 |
|
|
2019
Q3 | $25K | Sell |
750
-30
| -4% | -$1K | 0.01% | 545 |
|
|
2019
Q2 | $26K | Sell |
780
-120
| -13% | -$4K | ﹤0.01% | 569 |
|
|
2019
Q1 | $37K | Sell |
900
-354
| -28% | -$14.6K | 0.01% | 618 |
|
|
2018
Q4 | $39K | Sell |
1,254
-60
| -5% | -$1.87K | 0.01% | 552 |
|
|
2018
Q3 | $49K | Sell |
1,314
-72
| -5% | -$2.69K | 0.01% | 552 |
|
|
2018
Q2 | $47K | Sell |
1,386
-120
| -8% | -$4.07K | 0.01% | 587 |
|
|
2018
Q1 | $46K | Buy |
1,506
+24
| +2% | +$733 | 0.01% | 560 |
|
|
2017
Q4 | $36K | Sell |
1,482
-858
| -37% | -$20.8K | 0.01% | 679 |
|
|
2017
Q3 | $56K | Buy |
2,340
+402
| +21% | +$9.62K | 0.01% | 588 |
|
|
2017
Q2 | $43K | Sell |
1,938
-10,200
| -84% | -$226K | 0.01% | 636 |
|
|
2017
Q1 | $228K | Buy |
12,138
+6,414
| +112% | +$120K | 0.04% | 251 |
|
|
2016
Q4 | $120K | Buy |
5,724
+3,960
| +224% | +$83K | 0.03% | 354 |
|
|
2016
Q3 | $47K | Sell |
1,764
-90
| -5% | -$2.4K | 0.01% | 580 |
|
|
2016
Q2 | $37K | Buy |
1,854
+414
| +29% | +$8.26K | 0.01% | 618 |
|
|
2016
Q1 | $39K | Buy |
+1,440
| New | +$39K | 0.01% | 433 |
|
|
2015
Q3 | – | Sell |
-840
| Closed | -$24K | – | 679 |
|
|
2015
Q2 | $24K | Sell |
840
-360
| -30% | -$10.3K | 0.01% | 587 |
|
|
2015
Q1 | $29K | Hold |
1,200
| – | – | 0.01% | 493 |
|
|
2014
Q4 | $25K | Hold |
1,200
| – | – | 0.01% | 476 |
|
|
2014
Q3 | $20K | Buy |
+1,200
| New | +$20K | 0.01% | 470 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 864 |
|