Hellman Jordan Management Company’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
Q4 | $2.19M | Buy |
31,452
+4,710
| +18% | +$329K | 3.73% | 9 |
|
|
2022
Q3 | $2.19M | Sell |
26,742
-4,488
| -14% | -$368K | 3.8% | 8 |
|
|
2022
Q2 | $2.57M | Sell |
31,230
-72
| -0.2% | -$5.93K | 3.46% | 7 |
|
|
2022
Q1 | $3.25M | Buy |
31,302
+492
| +2% | +$51.1K | 3.52% | 4 |
|
|
2021
Q4 | $2.86M | Buy |
30,810
+2,178
| +8% | +$202K | 3.43% | 4 |
|
|
2021
Q3 | $2.29M | Buy |
28,632
+8,844
| +45% | +$706K | 3.22% | 4 |
|
|
2021
Q2 | $1.22M | Buy |
19,788
+6,000
| +44% | +$371K | 2.17% | 12 |
|
|
2021
Q1 | $740K | Buy |
+13,788
| New | +$740K | 1.07% | 38 |
|
|
2018
Q3 | – | Sell |
-22,386
| Closed | -$767K | – | 52 |
|
|
2018
Q2 | $767K | Sell |
22,386
-3,702
| -14% | -$127K | 0.62% | 32 |
|
|
2018
Q1 | $789K | Sell |
26,088
-8,178
| -24% | -$247K | 1.3% | 30 |
|
|
2017
Q4 | $828K | Sell |
34,266
-2,226
| -6% | -$53.8K | 1.3% | 28 |
|
|
2017
Q3 | $876K | Sell |
36,492
-15,606
| -30% | -$375K | 1.91% | 15 |
|
|
2017
Q2 | $1.16M | Buy |
+52,098
| New | +$1.16M | 2.49% | 9 |
|
|
2016
Q4 | $1M | Sell |
48,204
-9,048
| -16% | -$188K | 1.37% | 27 |
|
|
2016
Q3 | $1.47M | Buy |
+57,252
| New | +$1.47M | 1.48% | 16 |
|
|
2016
Q2 | – | Sell |
-42,378
| Closed | -$1.15M | – | 42 |
|
|
2016
Q1 | $1.15M | Sell |
42,378
-381,882
| -90% | -$10.4M | 2.93% | 12 |
|
|
2015
Q4 | $12.5M | Buy |
+424,260
| New | +$12.5M | 3.01% | 11 |
|