Laurel Wealth Advisors (California)’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $607K | Buy |
8,702
+554
| +7% | +$38.6K | 0.06% | 319 |
|
|
2022
Q3 | $668K | Buy |
8,148
+816
| +11% | +$66.9K | 0.07% | 290 |
|
|
2022
Q2 | $604K | Buy |
7,332
+1,818
| +33% | +$150K | 0.06% | 314 |
|
|
2022
Q1 | $572K | Buy |
5,514
+1,452
| +36% | +$151K | 0.05% | 372 |
|
|
2021
Q4 | $377K | Buy |
4,062
+462
| +13% | +$42.9K | 0.03% | 551 |
|
|
2021
Q3 | $287K | Sell |
3,600
-330
| -8% | -$26.3K | 0.05% | 348 |
|
|
2021
Q2 | $243K | Buy |
3,930
+114
| +3% | +$7.05K | 0.03% | 454 |
|
|
2021
Q1 | $205K | Sell |
3,816
-672
| -15% | -$36.1K | 0.03% | 443 |
|
|
2020
Q4 | $266K | Buy |
+4,488
| New | +$266K | 0.04% | 364 |
|
|
2018
Q4 | – | Sell |
-618
| Closed | -$23K | – | 385 |
|
|
2018
Q3 | $23K | Buy |
+618
| New | +$23K | 0.01% | 389 |
|