RFA
Reilly Financial Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6K | Buy |
+10
| New | +$6K | ﹤0.01% | 807 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$11K | – | 910 |
|
|
2020
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $8K | Sell |
50
-53,947
| -100% | -$8.63M | ﹤0.01% | 598 |
|
|
2019
Q4 | $12.5M | Sell |
53,997
-4,131
| -7% | -$955K | 1.42% | 27 |
|
|
2019
Q3 | $11.8M | Buy |
58,128
+1,304
| +2% | +$266K | 1.46% | 25 |
|
|
2019
Q2 | $11.6M | Buy |
56,824
+1,173
| +2% | +$239K | 1.45% | 24 |
|
|
2019
Q1 | $13.5M | Sell |
55,651
-166
| -0.3% | -$40.3K | 1.75% | 11 |
|
|
2018
Q4 | $10.5M | Buy |
+55,817
| New | +$10.5M | 1.53% | 19 |
|
|
2018
Q2 | – | Sell |
-5
| Closed | -$1K | – | 1023 |
|
|
2018
Q1 | $1K | Sell |
5
-168
| -97% | -$33.6K | ﹤0.01% | 936 |
|
|
2017
Q4 | $25K | Sell |
173
-102
| -37% | -$14.7K | ﹤0.01% | 458 |
|
|
2017
Q3 | $40K | Buy |
275
+25
| +10% | +$3.64K | 0.01% | 344 |
|
|
2017
Q2 | $33K | Hold |
250
| – | – | 0.01% | 383 |
|
|
2017
Q1 | $28K | Hold |
250
| – | – | ﹤0.01% | 412 |
|
|
2016
Q4 | $31K | Buy |
+250
| New | +$31K | 0.01% | 361 |
|