Focused Wealth Management’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
Q4 | – | Sell |
-350
| Closed | -$59.8K | – | 211 |
|
|
2024
Q3 | $59.8K | Buy |
+350
| New | +$59.8K | 0.01% | 197 |
|
|
2024
Q1 | – | Sell |
-86
| Closed | -$12.7K | – | 676 |
|
|
2023
Q4 | $12.7K | Hold |
86
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $10.1K | Hold |
86
| – | – | ﹤0.01% | 509 |
|
|
2023
Q2 | $11K | Hold |
86
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $8.59K | Buy |
86
+12
| +16% | +$1.2K | ﹤0.01% | 549 |
|
|
2022
Q4 | $5.16K | Sell |
74
-10
| -12% | -$698 | ﹤0.01% | 610 |
|
|
2022
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $7K | Buy |
84
+60
| +250% | +$5K | ﹤0.01% | 533 |
|
|
2022
Q1 | $2K | Sell |
24
-18
| -43% | -$1.5K | ﹤0.01% | 755 |
|
|
2021
Q4 | $4K | Buy |
42
+18
| +75% | +$1.71K | ﹤0.01% | 697 |
|
|
2021
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 763 |
|
|
2019
Q3 | – | Sell |
-8,010
| Closed | -$272K | – | 727 |
|
|
2019
Q2 | $272K | Hold |
8,010
| – | – | 0.07% | 113 |
|
|
2019
Q1 | $324K | Sell |
8,010
-150
| -2% | -$6.07K | 0.1% | 103 |
|
|
2018
Q4 | $256K | Sell |
8,160
-90
| -1% | -$2.82K | 0.09% | 124 |
|
|
2018
Q3 | $310K | Sell |
8,250
-6,210
| -43% | -$233K | 0.11% | 102 |
|
|
2018
Q2 | $495K | Sell |
14,460
-8,274
| -36% | -$283K | 0.17% | 86 |
|
|
2018
Q1 | $688K | Sell |
22,734
-1,980
| -8% | -$59.9K | 0.22% | 69 |
|
|
2017
Q4 | $597K | Sell |
24,714
-1,380
| -5% | -$33.3K | 0.19% | 72 |
|
|
2017
Q3 | $627K | Buy |
+26,094
| New | +$627K | 0.21% | 70 |
|
|
2017
Q1 | – | Sell |
-1,200
| Closed | -$25K | – | 706 |
|
|
2016
Q4 | $25K | Buy |
+1,200
| New | +$25K | 0.01% | 349 |
|
|
2016
Q1 | – | Sell |
-360
| Closed | -$11K | – | 692 |
|
|
2015
Q4 | $11K | Hold |
360
| – | – | 0.01% | 392 |
|
|
2015
Q3 | $10K | Buy |
+360
| New | +$10K | 0.01% | 396 |
|