Krilogy Financial’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
Q2 | – | Sell |
-3,486
| Closed | -$348K | – | 337 |
|
|
2023
Q1 | $348K | Sell |
3,486
-20
| -0.6% | -$2K | 0.03% | 314 |
|
|
2022
Q4 | $245K | Buy |
3,506
+390
| +13% | +$27.2K | 0.02% | 347 |
|
|
2022
Q3 | $255K | Buy |
3,116
+650
| +26% | +$53.2K | 0.03% | 273 |
|
|
2022
Q2 | $203K | Buy |
2,466
+210
| +9% | +$17.3K | 0.02% | 296 |
|
|
2022
Q1 | $234K | Hold |
2,256
| – | – | 0.02% | 285 |
|
|
2021
Q4 | $209K | Buy |
+2,256
| New | +$209K | 0.02% | 266 |
|
|
2018
Q4 | – | Sell |
-2,790
| Closed | -$105K | – | 517 |
|
|
2018
Q3 | $105K | Buy |
+2,790
| New | +$105K | 0.02% | 212 |
|
|
2018
Q2 | – | Sell |
-3,390
| Closed | -$103K | – | 508 |
|
|
2018
Q1 | $103K | Hold |
3,390
| – | – | 0.02% | 229 |
|
|
2017
Q4 | $82K | Hold |
3,390
| – | – | 0.02% | 260 |
|
|
2017
Q3 | $81K | Hold |
3,390
| – | – | 0.02% | 283 |
|
|
2017
Q2 | $76K | Buy |
3,390
+1,440
| +74% | +$32.3K | 0.02% | 255 |
|
|
2017
Q1 | $41K | Hold |
1,950
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $41K | Buy |
1,950
+150
| +8% | +$3.15K | 0.01% | 312 |
|
|
2016
Q3 | $48K | Buy |
+1,800
| New | +$48K | 0.02% | 302 |
|