Sargent Bickham Lagudis’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $197K | Buy |
2,820
+1,386
| +97% | +$96.7K | 0.02% | 272 |
|
|
2022
Q3 | $118K | Buy |
1,434
+6
| +0.4% | +$494 | 0.01% | 292 |
|
|
2022
Q2 | $117K | Sell |
1,428
-6
| -0.4% | -$492 | 0.01% | 300 |
|
|
2022
Q1 | $149K | Buy |
1,434
+204
| +17% | +$21.2K | 0.01% | 284 |
|
|
2021
Q4 | $114K | Hold |
1,230
| – | – | 0.01% | 316 |
|
|
2021
Q3 | $98K | Sell |
1,230
-42
| -3% | -$3.35K | 0.01% | 338 |
|
|
2021
Q2 | $79K | Hold |
1,272
| – | – | 0.01% | 375 |
|
|
2021
Q1 | $68K | Sell |
1,272
-150
| -11% | -$8.02K | 0.01% | 389 |
|
|
2020
Q4 | $84K | Hold |
1,422
| – | – | 0.01% | 352 |
|
|
2020
Q3 | $58K | Buy |
1,422
+48
| +3% | +$1.96K | 0.01% | 361 |
|
|
2020
Q2 | $53K | Buy |
1,374
+600
| +78% | +$23.1K | 0.01% | 345 |
|
|
2020
Q1 | $21K | Buy |
774
+246
| +47% | +$6.67K | ﹤0.01% | 465 |
|
|
2019
Q4 | $20K | Hold |
528
| – | – | ﹤0.01% | 522 |
|
|
2019
Q3 | $18K | Hold |
528
| – | – | ﹤0.01% | 490 |
|
|
2019
Q2 | $18K | Sell |
528
-1,200
| -69% | -$40.9K | ﹤0.01% | 511 |
|
|
2019
Q1 | $70K | Sell |
1,728
-360
| -17% | -$14.6K | 0.01% | 329 |
|
|
2018
Q4 | $66K | Hold |
2,088
| – | – | 0.01% | 325 |
|
|
2018
Q3 | $78K | Hold |
2,088
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $72K | Buy |
2,088
+1,560
| +295% | +$53.8K | 0.01% | 310 |
|
|
2018
Q1 | $16K | Hold |
528
| – | – | ﹤0.01% | 515 |
|
|
2017
Q4 | $13K | Hold |
528
| – | – | ﹤0.01% | 567 |
|
|
2017
Q3 | $13K | Hold |
528
| – | – | ﹤0.01% | 569 |
|
|
2017
Q2 | $12K | Hold |
528
| – | – | ﹤0.01% | 548 |
|
|
2017
Q1 | $10K | Sell |
528
-1,080
| -67% | -$20.5K | ﹤0.01% | 599 |
|
|
2016
Q4 | $34K | Hold |
1,608
| – | – | 0.01% | 395 |
|
|
2016
Q3 | $43 | Hold |
1,608
| – | – | 0.01% | 371 |
|
|
2016
Q2 | $33K | Hold |
1,608
| – | – | 0.01% | 394 |
|
|
2016
Q1 | $44K | Buy |
+1,608
| New | +$44K | 0.01% | 374 |
|