Kelly Financial Services’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
Q3 | – | Sell |
-686
| Closed | -$116K | – | 565 |
|
|
2024
Q2 | $116K | Buy |
686
+10
| +1% | +$1.7K | 0.04% | 137 |
|
|
2024
Q1 | $96K | Sell |
676
-2
| -0.3% | -$284 | 0.04% | 156 |
|
|
2023
Q4 | $100K | Hold |
678
| – | – | 0.04% | 138 |
|
|
2023
Q3 | $79.5K | Buy |
678
+44
| +7% | +$5.16K | 0.04% | 144 |
|
|
2023
Q2 | $81K | Buy |
634
+6
| +1% | +$767 | 0.04% | 143 |
|
|
2023
Q1 | $62.7K | Buy |
628
+28
| +5% | +$2.8K | 0.03% | 159 |
|
|
2022
Q4 | $41.9K | Hold |
600
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $49.1K | Hold |
600
| – | – | 0.03% | 154 |
|
|
2022
Q2 | $49.4K | Hold |
600
| – | – | 0.03% | 165 |
|
|
2022
Q1 | $62.3K | Hold |
600
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $55.7K | Sell |
600
-36
| -6% | -$3.34K | 0.03% | 159 |
|
|
2021
Q3 | $50.8K | Sell |
636
-235,350
| -100% | -$18.8M | 0.03% | 157 |
|
|
2021
Q2 | $106K | Buy |
235,986
+235,272
| +32,951% | +$106K | ﹤0.01% | 365 |
|
|
2021
Q1 | $38.3K | Buy |
714
+114
| +19% | +$6.12K | 0.02% | 155 |
|
|
2020
Q4 | $35.5K | Sell |
600
-102
| -15% | -$6.04K | 0.02% | 143 |
|
|
2020
Q3 | $28.6K | Hold |
702
| – | – | 0.02% | 143 |
|
|
2020
Q2 | $26.9K | Hold |
702
| – | – | 0.02% | 130 |
|
|
2020
Q1 | $19.2K | Hold |
702
| – | – | 0.02% | 141 |
|
|
2019
Q4 | $27.1K | Hold |
702
| – | – | 0.02% | 131 |
|
|
2019
Q3 | $23.8K | Hold |
702
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $23.8K | Hold |
702
| – | – | 0.02% | 138 |
|
|
2019
Q1 | $28.4K | Buy |
+702
| New | +$28.4K | 0.03% | 123 |
|