KWB Wealth’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
Q4 | – | Sell |
-1,746
| Closed | -$223K | – | 136 |
|
|
2023
Q3 | $223K | Sell |
1,746
-540
| -24% | -$69K | 0.04% | 117 |
|
|
2023
Q2 | $292K | Buy |
+2,286
| New | +$292K | 0.05% | 107 |
|
|
2022
Q4 | – | Sell |
-3,474
| Closed | -$285K | – | 122 |
|
|
2022
Q3 | $285K | Sell |
3,474
-546
| -14% | -$44.8K | 0.06% | 83 |
|
|
2022
Q2 | $331K | Sell |
4,020
-1,164
| -22% | -$95.8K | 0.06% | 82 |
|
|
2022
Q1 | $481K | Hold |
5,184
| – | – | 0.08% | 57 |
|
|
2021
Q4 | $481K | Hold |
5,184
| – | – | 0.08% | 57 |
|
|
2021
Q3 | $414K | Hold |
5,184
| – | – | 0.07% | 61 |
|
|
2021
Q2 | $278K | Hold |
5,184
| – | – | 0.05% | 70 |
|
|
2021
Q1 | $278K | Buy |
5,184
+642
| +14% | +$34.4K | 0.05% | 71 |
|
|
2020
Q4 | $269K | Buy |
+4,542
| New | +$269K | 0.06% | 67 |
|