Heritage Wealth Management (Arizona)’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 | $134K | Buy |
1,920
+960
| +100% | +$67K | 0.02% | 378 |
|
|
2022
Q3 | $79K | Hold |
960
| – | – | 0.03% | 352 |
|
|
2022
Q2 | $79K | Hold |
960
| – | – | 0.03% | 361 |
|
|
2022
Q1 | $100K | Buy |
+960
| New | +$100K | 0.03% | 368 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 735 |
|
|
2021
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 782 |
|