First Foundation 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 | – | Sell |
-518
| Closed | -$87.8K | – | 424 |
|
|
2024
Q2 | $87.8K | Hold |
518
| – | – | ﹤0.01% | 377 |
|
|
2024
Q1 | $73.6K | Buy |
518
+142
| +38% | +$20.2K | ﹤0.01% | 392 |
|
|
2023
Q4 | $55.4K | Sell |
376
-2,278
| -86% | -$336K | ﹤0.01% | 409 |
|
|
2023
Q3 | $311K | Sell |
2,654
-66
| -2% | -$7.74K | 0.01% | 324 |
|
|
2023
Q2 | $347K | Buy |
+2,720
| New | +$347K | 0.02% | 289 |
|
|
2016
Q3 | – | Sell |
-22,680
| Closed | -$464K | – | 314 |
|
|
2016
Q2 | $464K | Buy |
22,680
+9,840
| +77% | +$201K | 0.03% | 197 |
|
|
2016
Q1 | $349K | Buy |
+12,840
| New | +$349K | 0.03% | 212 |
|