Guardian Capital 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 | $1.2M | Sell |
7,300
-1,000
| -12% | -$165K | 0.12% | 103 |
|
|
2024
Q2 | $1.4M | Sell |
8,300
-100
| -1% | -$16.9K | 0.15% | 96 |
|
|
2024
Q1 | $1.16M | Buy |
8,400
+850
| +11% | +$118K | 0.13% | 97 |
|
|
2023
Q4 | $1.09M | Sell |
7,550
-1,200
| -14% | -$174K | 0.11% | 105 |
|
|
2023
Q3 | $1.13M | Buy |
8,750
+1,600
| +22% | +$207K | 0.13% | 104 |
|
|
2023
Q2 | $832K | Sell |
7,150
-1,850
| -21% | -$215K | 0.09% | 101 |
|
|
2023
Q1 | $879K | Buy |
9,000
+4,300
| +91% | +$420K | 0.1% | 98 |
|
|
2022
Q4 | $321K | Buy |
+4,700
| New | +$321K | 0.04% | 137 |
|
|
2022
Q2 | – | Sell |
-4,950
| Closed | -$505K | – | 171 |
|
|
2022
Q1 | $505K | Sell |
4,950
-2,310
| -32% | -$236K | 0.05% | 124 |
|
|
2021
Q4 | $644K | Sell |
7,260
-1,200
| -14% | -$106K | 0.06% | 118 |
|
|
2021
Q3 | $662K | Sell |
8,460
-1,500
| -15% | -$117K | 0.07% | 115 |
|
|
2021
Q2 | $619K | Hold |
9,960
| – | – | 0.06% | 118 |
|
|
2021
Q1 | $599K | Buy |
9,960
+960
| +11% | +$57.7K | 0.07% | 117 |
|
|
2020
Q4 | $525K | Buy |
+9,000
| New | +$525K | 0.07% | 113 |
|