FinTrust Capital 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
Q3 | $69.7K | Sell |
408
-136
| -25% | -$23.2K | 0.01% | 496 |
|
|
2024
Q2 | $92.2K | Buy |
544
+10
| +2% | +$1.7K | 0.02% | 414 |
|
|
2024
Q1 | $75.9K | Sell |
534
-1,718
| -76% | -$244K | 0.01% | 430 |
|
|
2023
Q4 | $332K | Buy |
2,252
+204
| +10% | +$30.1K | 0.07% | 210 |
|
|
2023
Q3 | $240K | Sell |
2,048
-126
| -6% | -$14.8K | 0.05% | 235 |
|
|
2023
Q2 | $268K | Hold |
2,174
| – | – | 0.06% | 226 |
|
|
2023
Q1 | $212K | Buy |
2,174
+2,000
| +1,149% | +$195K | 0.05% | 252 |
|
|
2022
Q4 | $12.1K | Sell |
174
-600
| -78% | -$41.9K | ﹤0.01% | 731 |
|
|
2022
Q3 | $63K | Buy |
774
+48
| +7% | +$3.91K | 0.02% | 465 |
|
|
2022
Q2 | $62K | Hold |
726
| – | – | 0.02% | 484 |
|
|
2022
Q1 | $75K | Sell |
726
-3,564
| -83% | -$368K | 0.02% | 472 |
|
|
2021
Q4 | $397K | Sell |
4,290
-1,710
| -29% | -$158K | 0.09% | 190 |
|
|
2021
Q3 | $479K | Hold |
6,000
| – | – | 0.13% | 146 |
|
|
2021
Q2 | $371K | Buy |
+6,000
| New | +$371K | 0.1% | 180 |
|
|
2020
Q2 | – | Sell |
-840
| Closed | -$23K | – | 1119 |
|
|
2020
Q1 | $23K | Sell |
840
-1,920
| -70% | -$52.6K | 0.01% | 588 |
|
|
2019
Q4 | $106K | Buy |
2,760
+1,290
| +88% | +$49.5K | 0.04% | 315 |
|
|
2019
Q3 | $50K | Hold |
1,470
| – | – | 0.02% | 429 |
|
|
2019
Q2 | $50K | Sell |
1,470
-1,200
| -45% | -$40.8K | 0.02% | 414 |
|
|
2019
Q1 | $108K | Buy |
2,670
+630
| +31% | +$25.5K | 0.05% | 263 |
|
|
2018
Q4 | $65K | Buy |
+2,040
| New | +$65K | 0.03% | 327 |
|