Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.82M | Buy |
46,368
+13,734
| +42% | +$1.13M | 0.28% | 80 |
|
|
2022
Q1 | $3.33M | Buy |
32,634
+5,040
| +18% | +$514K | 0.04% | 86 |
|
|
2021
Q4 | $2.56M | Buy |
27,594
+1,632
| +6% | +$151K | 0.17% | 102 |
|
|
2021
Q3 | $2.07M | Buy |
25,962
+1,392
| +6% | +$111K | 0.14% | 116 |
|
|
2021
Q2 | $1.52M | Buy |
24,570
+2,400
| +11% | +$148K | 0.11% | 142 |
|
|
2021
Q1 | $1.19M | Sell |
22,170
-600
| -3% | -$32.2K | 0.09% | 148 |
|
|
2020
Q4 | $1.35M | Hold |
22,770
| – | – | 0.11% | 138 |
|
|
2020
Q3 | $929K | Buy |
22,770
+150
| +0.7% | +$6.12K | 0.09% | 158 |
|
|
2020
Q2 | $866K | Hold |
22,620
| – | – | 0.08% | 156 |
|
|
2020
Q1 | $618K | Buy |
22,620
+14,700
| +186% | +$402K | 0.1% | 160 |
|
|
2019
Q4 | $305K | Sell |
7,920
-16,200
| -67% | -$624K | 0.05% | 231 |
|
|
2019
Q3 | $819K | Sell |
24,120
-600
| -2% | -$20.4K | 0.12% | 139 |
|
|
2019
Q2 | $839K | Sell |
24,720
-300
| -1% | -$10.2K | 0.12% | 135 |
|
|
2019
Q1 | $1.01M | Sell |
25,020
-1,800
| -7% | -$72.9K | 0.14% | 150 |
|
|
2018
Q4 | $842K | Buy |
26,820
+600
| +2% | +$18.8K | 0.13% | 157 |
|
|
2018
Q3 | $984K | Hold |
26,220
| – | – | 0.09% | 154 |
|
|
2018
Q2 | $898K | Sell |
26,220
-9,078
| -26% | -$311K | 0.13% | 153 |
|
|
2018
Q1 | $1.07M | Sell |
35,298
-81,150
| -70% | -$2.46M | 0.15% | 145 |
|
|
2017
Q4 | $2.81M | Sell |
116,448
-19,650
| -14% | -$475K | 0.45% | 50 |
|
|
2017
Q3 | $3.27M | Buy |
136,098
+2,670
| +2% | +$64.1K | 0.47% | 53 |
|
|
2017
Q2 | $2.98M | Buy |
133,428
+2,220
| +2% | +$49.5K | 0.46% | 59 |
|
|
2017
Q1 | $2.46M | Buy |
131,208
+18,330
| +16% | +$344K | 0.38% | 69 |
|
|
2016
Q4 | $2.35M | Buy |
112,878
+21,270
| +23% | +$443K | 0.38% | 73 |
|
|
2016
Q3 | $2.43M | Sell |
91,608
-3,000
| -3% | -$79.7K | 0.37% | 74 |
|
|
2016
Q2 | $1.93M | Buy |
94,608
+3,750
| +4% | +$76.7K | 0.31% | 86 |
|
|
2016
Q1 | $2.47M | Buy |
90,858
+6,654
| +8% | +$181K | 0.21% | 68 |
|
|
2015
Q4 | $2.47M | Sell |
84,204
-678
| -0.8% | -$19.9K | 0.4% | 71 |
|
|
2015
Q3 | $2.43M | Buy |
84,882
+11,700
| +16% | +$335K | 0.38% | 66 |
|
|
2015
Q2 | $2.13M | Buy |
+73,182
| New | +$2.13M | 0.33% | 72 |
|