Morningstar Investment Services’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 | – | Sell |
-3,566
| Closed | -$599K | – | 326 |
|
|
2024
Q3 | $599K | Buy |
3,566
+1,674
| +88% | +$281K | 0.01% | 256 |
|
|
2024
Q2 | $322K | Buy |
+1,892
| New | +$322K | ﹤0.01% | 302 |
|
|
2024
Q1 | – | Sell |
-5,440
| Closed | -$804K | – | 399 |
|
|
2023
Q4 | $804K | Buy |
5,440
+2,970
| +120% | +$439K | ﹤0.01% | 247 |
|
|
2023
Q3 | $290K | Buy |
2,470
+108
| +5% | +$12.7K | ﹤0.01% | 246 |
|
|
2023
Q2 | $299K | Buy |
+2,362
| New | +$299K | ﹤0.01% | 222 |
|