Lee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$3.54K | – | 619 |
|
|
2023
Q4 | $3.54K | Hold |
24
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $2.81K | Hold |
24
| – | – | ﹤0.01% | 611 |
|
|
2023
Q2 | $3.07K | Sell |
24
-30
| -56% | -$3.83K | ﹤0.01% | 579 |
|
|
2023
Q1 | $5.39K | Buy |
54
+24
| +80% | +$2.4K | ﹤0.01% | 516 |
|
|
2022
Q4 | $2.09K | Buy |
30
+6
| +25% | +$419 | ﹤0.01% | 684 |
|
|
2022
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 715 |
|
|
2022
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 767 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$5K | – | 538 |
|
|
2018
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 369 |
|