Sonen Capital’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 |
-2,936
| Closed | -$344K | – | 76 |
|
|
2023
Q3 | $344K | Sell |
2,936
-2,604
| -47% | -$305K | 0.68% | 56 |
|
|
2023
Q2 | $708K | Hold |
5,540
| – | – | 1.17% | 25 |
|
|
2023
Q1 | $553K | Sell |
5,540
-990
| -15% | -$98.9K | 0.94% | 34 |
|
|
2022
Q4 | $456K | Sell |
6,530
-58
| -0.9% | -$4.05K | 0.75% | 56 |
|
|
2022
Q3 | $540K | Sell |
6,588
-1,782
| -21% | -$146K | 0.88% | 43 |
|
|
2022
Q2 | $689K | Buy |
8,370
+4,908
| +142% | +$404K | 0.99% | 37 |
|
|
2022
Q1 | $359K | Sell |
3,462
-10,200
| -75% | -$1.06M | 0.43% | 79 |
|
|
2021
Q4 | $1.27M | Buy |
+13,662
| New | +$1.27M | 1.23% | 30 |
|