First Personal Financial Services’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 | $26K | Buy |
152
+2
| +1% | +$342 | 0.01% | 247 |
|
|
2024
Q2 | $25.4K | Hold |
150
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $21.3K | Hold |
150
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $22.1K | Hold |
150
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $17.6K | Sell |
150
-98
| -40% | -$11.5K | ﹤0.01% | 271 |
|
|
2023
Q2 | $31.7K | Sell |
248
-60
| -19% | -$7.67K | 0.01% | 241 |
|
|
2023
Q1 | $30.8K | Sell |
308
-172
| -36% | -$17.2K | 0.01% | 248 |
|
|
2022
Q4 | $33.5K | Sell |
480
-174
| -27% | -$12.1K | 0.01% | 247 |
|
|
2022
Q3 | $54K | Buy |
+654
| New | +$54K | 0.02% | 191 |
|
|
2019
Q3 | – | Sell |
-738
| Closed | -$25K | – | 707 |
|
|
2019
Q2 | $25K | Buy |
738
+84
| +13% | +$2.85K | 0.01% | 380 |
|
|
2019
Q1 | $26K | Buy |
654
+102
| +18% | +$4.06K | 0.01% | 366 |
|
|
2018
Q4 | $17K | Sell |
552
-54
| -9% | -$1.66K | 0.01% | 397 |
|
|
2018
Q3 | $23K | Hold |
606
| – | – | 0.01% | 391 |
|
|
2018
Q2 | $21K | Buy |
+606
| New | +$21K | 0.01% | 389 |
|
|
2016
Q3 | – | Sell |
-66
| Closed | -$1K | – | 844 |
|
|
2016
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 797 |
|