Financial Synergies Wealth 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
Q2 | – | Sell |
-198
| Closed | -$28.1K | – | 339 |
|
|
2024
Q1 | $28.1K | Buy |
198
+192
| +3,200% | +$27.3K | ﹤0.01% | 166 |
|
|
2023
Q4 | $419 | Hold |
6
| – | – | ﹤0.01% | 388 |
|
|
2023
Q3 | $704 | Hold |
6
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $767 | Hold |
6
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $600 | Hold |
6
| – | – | ﹤0.01% | 405 |
|
|
2022
Q4 | $419 | Hold |
6
| – | – | ﹤0.01% | 388 |
|
|
2022
Q3 | $492 | Hold |
6
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $494 | Buy |
+6
| New | +$494 | ﹤0.01% | 376 |
|