Jay D. Rosenbaum’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
Q1 | – | Sell |
-5,120
| Closed | -$755K | – | 52 |
|
|
2023
Q4 | $755K | Sell |
5,120
-4,494
| -47% | -$663K | 1.95% | 13 |
|
|
2023
Q3 | $1.13M | Buy |
9,614
+360
| +4% | +$42.2K | 1.89% | 15 |
|
|
2023
Q2 | $1.18M | Buy |
9,254
+460
| +5% | +$58.8K | 1.9% | 15 |
|
|
2023
Q1 | $878K | Buy |
8,794
+1,286
| +17% | +$128K | 1.62% | 25 |
|
|
2022
Q4 | $524K | Buy |
7,508
+404
| +6% | +$28.2K | 1.13% | 41 |
|
|
2022
Q3 | $582K | Buy |
7,104
+456
| +7% | +$37.4K | 1.34% | 33 |
|
|
2022
Q2 | $547K | Sell |
6,648
-258
| -4% | -$21.2K | 1.06% | 40 |
|
|
2022
Q1 | $717K | Buy |
6,906
+444
| +7% | +$46.1K | 1.13% | 39 |
|
|
2021
Q4 | $600K | Sell |
6,462
-552
| -8% | -$51.3K | 0.88% | 41 |
|
|
2021
Q3 | $560K | Buy |
+7,014
| New | +$560K | 0.93% | 40 |
|