Sonoma Private Wealth’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,038
| Closed | -$515K | – | 92 |
|
|
2024
Q2 | $515K | Sell |
3,038
-54
| -2% | -$9.15K | 0.84% | 41 |
|
|
2024
Q1 | $439K | Sell |
3,092
-444
| -13% | -$63.1K | 0.71% | 49 |
|
|
2023
Q4 | $521K | Sell |
3,536
-362
| -9% | -$53.4K | 0.86% | 43 |
|
|
2023
Q3 | $457K | Buy |
3,898
+14
| +0.4% | +$1.64K | 0.83% | 49 |
|
|
2023
Q2 | $496K | Sell |
3,884
-518
| -12% | -$66.2K | 0.87% | 48 |
|
|
2023
Q1 | $440K | Buy |
4,402
+312
| +8% | +$31.2K | 0.87% | 43 |
|
|
2022
Q4 | $285K | Buy |
+4,090
| New | +$285K | 0.63% | 55 |
|