Gilbert & Cook’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,648
| Closed | -$466K | – | 235 |
|
2023
Q2 | $466K | Sell |
3,648
-1,774
| -33% | -$227K | 0.07% | 119 |
|
2023
Q1 | $541K | Sell |
5,422
-2
| -0% | -$200 | 0.09% | 91 |
|
2022
Q4 | $378K | Sell |
5,424
-1,356
| -20% | -$94.6K | 0.07% | 132 |
|
2022
Q3 | $548K | Buy |
6,780
+168
| +3% | +$13.6K | 0.12% | 94 |
|
2022
Q2 | $544K | Buy |
6,612
+612
| +10% | +$50.4K | 0.1% | 88 |
|
2022
Q1 | $623K | Buy |
6,000
+1,842
| +44% | +$191K | 0.1% | 84 |
|
2021
Q4 | $386K | Buy |
+4,158
| New | +$386K | 0.06% | 147 |
|