Lake Street Advisors Group’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
Q4 | $1.22M | Buy |
6,711
+175
| +3% | +$31.8K | 0.06% | 197 |
|
|
2024
Q3 | $1.12M | Buy |
6,536
+1,040
| +19% | +$178K | 0.05% | 200 |
|
|
2024
Q2 | $932K | Buy |
5,496
+436
| +9% | +$73.9K | 0.04% | 224 |
|
|
2024
Q1 | $719K | Sell |
5,060
-9,074
| -64% | -$1.29M | 0.03% | 277 |
|
|
2023
Q4 | $2.08M | Buy |
+14,134
| New | +$2.08M | 0.1% | 132 |
|
|
2021
Q1 | – | Sell |
-5,100
| Closed | -$302K | – | 336 |
|
|
2020
Q4 | $302K | Hold |
5,100
| – | – | 0.03% | 222 |
|
|
2020
Q3 | $208K | Buy |
+5,100
| New | +$208K | 0.02% | 261 |
|