Simplicity Solutions’s Palo Alto Networks PANW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$1.57M Sell
10,618
-34
-0.3% -$5.01K 0.04% 350
2023
Q3
$1.25M Sell
10,652
-764
-7% -$89.6K 0.04% 374
2023
Q2
$1.46M Buy
11,416
+850
+8% +$109K 0.04% 376
2023
Q1
$1.06M Buy
10,566
+5,512
+109% +$550K 0.03% 470
2022
Q4
$353K Sell
5,054
-658
-12% -$45.9K 0.05% 435
2022
Q3
$468K Buy
5,712
+588
+11% +$48.2K 0.07% 331
2022
Q2
$422K Buy
5,124
+300
+6% +$24.7K 0.05% 346
2022
Q1
$500K Sell
4,824
-3,636
-43% -$377K 0.06% 306
2021
Q4
$786K Buy
8,460
+4,752
+128% +$441K 0.09% 271
2021
Q3
$296K Buy
+3,708
New +$296K 0.05% 443
2021
Q1
Sell
-12,786
Closed -$757K 821
2020
Q4
$757K Buy
12,786
+1,110
+10% +$65.7K 0.01% 609
2020
Q3
$476K Buy
11,676
+1,308
+13% +$53.3K 0.01% 636
2020
Q2
$397K Buy
10,368
+1,008
+11% +$38.6K 0.01% 677
2020
Q1
$256K Buy
9,360
+828
+10% +$22.6K 0.01% 637
2019
Q4
$329K Buy
8,532
+138
+2% +$5.32K 0.01% 646
2019
Q3
$285K Buy
8,394
+414
+5% +$14.1K 0.01% 565
2019
Q2
$271K Sell
7,980
-7,218
-47% -$245K 0.01% 528
2019
Q1
$615K Buy
15,198
+4,656
+44% +$188K 0.04% 350
2018
Q4
$330K Buy
10,542
+3,858
+58% +$121K 0.04% 416
2018
Q3
$251K Sell
6,684
-3,216
-32% -$121K 0.01% 450
2018
Q2
$339K Buy
9,900
+768
+8% +$26.3K 0.02% 325
2018
Q1
$276K Buy
+9,132
New +$276K 0.02% 295