Stonehage Fleming Financial Services’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
Q4 | – | Sell |
-2,786
| Closed | -$476K | – | 232 |
|
|
2024
Q3 | $476K | Hold |
2,786
| – | – | 0.01% | 106 |
|
|
2024
Q2 | $472K | Buy |
+2,786
| New | +$472K | 0.01% | 99 |
|
|
2024
Q1 | – | Sell |
-6,624
| Closed | -$977K | – | 237 |
|
|
2023
Q4 | $977K | Sell |
6,624
-3,140
| -32% | -$463K | 0.03% | 60 |
|
|
2023
Q3 | $1.14M | Buy |
9,764
+276
| +3% | +$32.4K | 0.1% | 62 |
|
|
2023
Q2 | $1.21M | Buy |
+9,488
| New | +$1.21M | 0.04% | 52 |
|