Ropes Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $390K | Buy |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $250K | Hold |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $380K | Hold |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $266K | Buy |
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|
2019
Q1 | $196K | Sell |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $200K | Sell |
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|
2018
Q1 | $195K | Hold |
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|
2017
Q4 | $156K | Sell |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $304K | Buy |
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|
2017
Q1 | $87K | Buy |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $27K | Buy |
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