Next Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $524K | Buy |
5,640
+462
| +9% | +$42.9K | 0.03% | 527 |
|
|
2021
Q3 | $414K | Sell |
5,178
-186
| -3% | -$14.9K | 0.03% | 542 |
|
|
2021
Q2 | $332K | Sell |
5,364
-330
| -6% | -$20.4K | 0.03% | 623 |
|
|
2021
Q1 | $306K | Buy |
5,694
+258
| +5% | +$13.9K | 0.03% | 622 |
|
|
2020
Q4 | $322K | Buy |
5,436
+234
| +4% | +$13.9K | 0.03% | 540 |
|
|
2020
Q3 | $212K | Buy |
+5,202
| New | +$212K | 0.02% | 598 |
|
|
2020
Q2 | – | Sell |
-3,468
| Closed | -$95K | – | 1511 |
|
|
2020
Q1 | $95K | Sell |
3,468
-660
| -16% | -$18.1K | 0.01% | 770 |
|
|
2019
Q4 | $159K | Hold |
4,128
| – | – | 0.02% | 769 |
|
|
2019
Q3 | $140K | Sell |
4,128
-60
| -1% | -$2.04K | 0.02% | 798 |
|
|
2019
Q2 | $142K | Buy |
4,188
+2,208
| +112% | +$74.9K | 0.02% | 778 |
|
|
2019
Q1 | $80K | Sell |
1,980
-4,716
| -70% | -$191K | 0.02% | 602 |
|
|
2018
Q4 | $210K | Buy |
6,696
+3,378
| +102% | +$106K | 0.04% | 382 |
|
|
2018
Q3 | $125K | Buy |
+3,318
| New | +$125K | 0.06% | 300 |
|
|
2017
Q4 | – | Sell |
-28,980
| Closed | -$724K | – | 1045 |
|
|
2017
Q3 | $724K | Sell |
28,980
-834
| -3% | -$20.8K | 0.2% | 120 |
|
|
2017
Q2 | $665K | Buy |
29,814
+114
| +0.4% | +$2.54K | 0.16% | 146 |
|
|
2017
Q1 | $537K | Buy |
29,700
+132
| +0.4% | +$2.39K | 0.15% | 153 |
|
|
2016
Q4 | $616K | Sell |
29,568
-2,970
| -9% | -$61.9K | 0.11% | 214 |
|
|
2016
Q3 | $864K | Buy |
32,538
+5,844
| +22% | +$155K | 0.16% | 148 |
|
|
2016
Q2 | $545K | Sell |
26,694
-1,650
| -6% | -$33.7K | 0.17% | 129 |
|
|
2016
Q1 | $770K | Buy |
28,344
+7,572
| +36% | +$206K | 0.27% | 80 |
|
|
2015
Q4 | $609K | Buy |
20,772
+9,282
| +81% | +$272K | 0.23% | 102 |
|
|
2015
Q3 | $329K | Buy |
11,490
+6,288
| +121% | +$180K | 0.12% | 193 |
|
|
2015
Q2 | $151K | Buy |
5,202
+186
| +4% | +$5.4K | 0.05% | 364 |
|
|
2015
Q1 | $122K | Buy |
5,016
+2,550
| +103% | +$62K | 0.04% | 418 |
|
|
2014
Q4 | $50K | Buy |
2,466
+300
| +14% | +$6.08K | 0.02% | 650 |
|
|
2014
Q3 | $35K | Buy |
2,166
+1,566
| +261% | +$25.3K | 0.01% | 1132 |
|
|
2014
Q2 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 835 |
|