L.J. Altfest & Co’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
Q2
Sell
-2,972
Closed -$422K 334
2024
Q1
$422K Buy
+2,972
New +$422K 0.06% 209
2021
Q3
Sell
-17,982
Closed -$1.11M 274
2021
Q2
$1.11M Buy
17,982
+3,942
+28% +$244K 0.24% 75
2021
Q1
$754K Buy
14,040
+60
+0.4% +$3.22K 0.18% 102
2020
Q4
$828K Buy
13,980
+12
+0.1% +$711 0.2% 89
2020
Q3
$570K Sell
13,968
-60
-0.4% -$2.45K 0.15% 108
2020
Q2
$537K Buy
14,028
+5,748
+69% +$220K 0.15% 101
2020
Q1
$226K Buy
8,280
+168
+2% +$4.59K 0.07% 167
2019
Q4
$313K Buy
8,112
+486
+6% +$18.8K 0.08% 146
2019
Q3
$259K Buy
+7,626
New +$259K 0.07% 150