PFG Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-506
| Closed | -$59.3K | – | 278 |
|
|
2023
Q3 | $59.3K | Sell |
506
-1,320
| -72% | -$155K | 0.04% | 86 |
|
|
2023
Q2 | $233K | Sell |
1,826
-518
| -22% | -$66.2K | 0.14% | 42 |
|
|
2023
Q1 | $234K | Sell |
2,344
-74
| -3% | -$7.39K | 0.15% | 39 |
|
|
2022
Q4 | $169K | Buy |
2,418
+52
| +2% | +$3.63K | 0.1% | 61 |
|
|
2022
Q3 | $194K | Sell |
2,366
-346
| -13% | -$28.4K | 0.13% | 52 |
|
|
2022
Q2 | $223K | Buy |
+2,712
| New | +$223K | 0.13% | 56 |
|