JPMPWA
J.P. Morgan Private Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $81.9M | Buy |
+349,419
| New | +$81.9M | 0.23% | 101 |
|
|
2023
Q2 | – | Sell |
-436,151
| Closed | -$87.1M | – | 1788 |
|
|
2023
Q1 | $87.1M | Sell |
436,151
-4,066
| -0.9% | -$812K | 0.18% | 120 |
|
|
2022
Q4 | $61.4M | Sell |
440,217
-114,051
| -21% | -$15.9M | 0.14% | 152 |
|
|
2022
Q3 | $90.8M | Buy |
554,268
+372,957
| +206% | +$61.1M | 0.24% | 105 |
|
|
2022
Q2 | $89.6M | Buy |
181,311
+48,488
| +37% | +$24M | 0.23% | 106 |
|
|
2022
Q1 | $82.7M | Buy |
132,823
+20,445
| +18% | +$12.7M | 0.18% | 133 |
|
|
2021
Q4 | $62.6M | Buy |
112,378
+7,105
| +7% | +$3.96M | 0.13% | 163 |
|
|
2021
Q3 | $50.4M | Buy |
105,273
+7,917
| +8% | +$3.79M | 0.12% | 176 |
|
|
2021
Q2 | $36.1M | Buy |
97,356
+19,152
| +24% | +$7.11M | 0.09% | 217 |
|
|
2021
Q1 | $25.2M | Sell |
78,204
-6,264
| -7% | -$2.02M | 0.08% | 228 |
|
|
2020
Q4 | $30M | Sell |
84,468
-46,114
| -35% | -$16.4M | 0.1% | 201 |
|
|
2020
Q3 | $32M | Buy |
130,582
+11,487
| +10% | +$2.81M | 0.12% | 163 |
|
|
2020
Q2 | $27.4M | Buy |
119,095
+15,983
| +16% | +$3.67M | 0.12% | 161 |
|
|
2020
Q1 | $16.9M | Sell |
103,112
-16,802
| -14% | -$2.75M | 0.1% | 191 |
|
|
2019
Q4 | $27.7M | Buy |
119,914
+6,737
| +6% | +$1.56M | 0.13% | 163 |
|
|
2019
Q3 | $23.1M | Buy |
113,177
+3,948
| +4% | +$805K | 0.12% | 163 |
|
|
2019
Q2 | $22.3M | Buy |
109,229
+7,849
| +8% | +$1.6M | 0.12% | 170 |
|
|
2019
Q1 | $24.6M | Buy |
101,380
+34,966
| +53% | +$8.49M | 0.13% | 168 |
|
|
2018
Q4 | $12.5M | Buy |
66,414
+5,108
| +8% | +$962K | 0.08% | 230 |
|
|
2018
Q3 | $13.8M | Buy |
61,306
+9,282
| +18% | +$2.09M | 0.07% | 245 |
|
|
2018
Q2 | $10.7M | Buy |
52,024
+11,692
| +29% | +$2.4M | 0.06% | 263 |
|
|
2018
Q1 | $7.32M | Sell |
40,332
-9,085
| -18% | -$1.65M | 0.05% | 270 |
|
|
2017
Q4 | $7.16M | Buy |
49,417
+694
| +1% | +$101K | 0.05% | 277 |
|
|
2017
Q3 | $7.02M | Buy |
48,723
+5,824
| +14% | +$839K | 0.05% | 267 |
|
|
2017
Q2 | $5.74M | Sell |
42,899
-10,095
| -19% | -$1.35M | 0.04% | 283 |
|
|
2017
Q1 | $5.97M | Sell |
52,994
-17,492
| -25% | -$1.97M | 0.05% | 284 |
|
|
2016
Q4 | $8.82M | Sell |
70,486
-10,964
| -13% | -$1.37M | 0.08% | 208 |
|
|
2016
Q3 | $13M | Buy |
81,450
+3,735
| +5% | +$595K | 0.12% | 172 |
|
|
2016
Q2 | $9.53M | Sell |
77,715
-8,759
| -10% | -$1.07M | 0.09% | 186 |
|
|
2016
Q1 | $14.1M | Buy |
86,474
+11,143
| +15% | +$1.82M | 0.13% | 145 |
|
|
2015
Q4 | $13.3M | Buy |
75,331
+25,804
| +52% | +$4.54M | 0.14% | 156 |
|
|
2015
Q3 | $8.52M | Buy |
49,527
+24,835
| +101% | +$4.27M | 0.11% | 173 |
|
|
2015
Q2 | $4.31M | Buy |
24,692
+17,288
| +233% | +$3.02M | 0.05% | 257 |
|
|
2015
Q1 | $1.08M | Sell |
7,404
-44
| -0.6% | -$6.42K | 0.01% | 508 |
|
|
2014
Q4 | $913K | Buy |
7,448
+2,333
| +46% | +$286K | 0.01% | 550 |
|
|
2014
Q3 | $502K | Buy |
5,115
+996
| +24% | +$97.8K | 0.01% | 688 |
|
|
2014
Q2 | $345K | Buy |
+4,119
| New | +$345K | 0.01% | 677 |
|