Stoneridge Investment Partners’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
Q2 | – | Sell |
-7,136
| Closed | -$1.01M | – | 145 |
|
|
2024
Q1 | $1.01M | Buy |
+7,136
| New | +$1.01M | 0.39% | 66 |
|
|
2015
Q1 | – | Sell |
-138,600
| Closed | -$2.83M | – | 292 |
|
|
2014
Q4 | $2.83M | Buy |
138,600
+22,800
| +20% | +$466K | 0.37% | 89 |
|
|
2014
Q3 | $1.89M | Sell |
115,800
-150
| -0.1% | -$2.45K | 0.28% | 119 |
|
|
2014
Q2 | $1.62M | Buy |
+115,950
| New | +$1.62M | 0.24% | 127 |
|