Icon Wealth Partners’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 | $102K | Sell |
866
-1,048
| -55% | -$123K | 0.01% | 386 |
|
|
2023
Q2 | $245K | Buy |
+1,914
| New | +$245K | 0.03% | 287 |
|
|
2019
Q2 | – | Sell |
-2,082
| Closed | -$84K | – | 593 |
|
|
2019
Q1 | $84K | Buy |
+2,082
| New | +$84K | 0.03% | 260 |
|
|
2018
Q1 | – | Sell |
-66
| Closed | -$2K | – | 593 |
|
|
2017
Q4 | $2K | Buy |
+66
| New | +$2K | ﹤0.01% | 835 |
|