Householder Group Estate & Retirement Specialist’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
Q4 | $97K | Sell |
536
-538
| -50% | -$97.4K | 0.07% | 155 |
|
|
2024
Q3 | $183K | Buy |
1,074
+322
| +43% | +$54.9K | 0.05% | 256 |
|
|
2024
Q2 | $127K | Buy |
752
+160
| +27% | +$27K | 0.04% | 308 |
|
|
2024
Q1 | $84.1K | Buy |
592
+126
| +27% | +$17.9K | 0.03% | 376 |
|
|
2023
Q4 | $68K | Buy |
466
+26
| +6% | +$3.79K | 0.02% | 406 |
|
|
2023
Q3 | $51.6K | Buy |
+440
| New | +$51.6K | 0.02% | 440 |
|
|
2022
Q4 | – | Sell |
-120
| Closed | -$9K | – | 860 |
|
|
2022
Q3 | $9K | Buy |
+120
| New | +$9K | ﹤0.01% | 757 |
|