Optimal Asset Management’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
Q1
Sell
-28,470
Closed -$1.69M 406
2020
Q4
$1.69M Sell
28,470
-36
-0.1% -$2.13K 0.24% 139
2020
Q3
$1.16M Sell
28,506
-13,632
-32% -$556K 0.17% 198
2020
Q2
$1.61M Sell
42,138
-73,230
-63% -$2.8M 0.26% 138
2020
Q1
$3.15K Buy
115,368
+71,220
+161% +$1.95K 0.3% 111
2019
Q4
$1.7M Buy
+44,148
New +$1.7M 0.26% 149