Surevest’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.49M | Sell |
67,076
-904
| -1% | -$74K | 1.49% | 10 |
|
|
2022
Q2 | $5.6M | Sell |
67,980
-2,916
| -4% | -$240K | 1.47% | 10 |
|
|
2022
Q1 | $7.36M | Sell |
70,896
-37,806
| -35% | -$3.92M | 1.78% | 8 |
|
|
2021
Q4 | $10.1M | Sell |
108,702
-5,214
| -5% | -$484K | 2.39% | 5 |
|
|
2021
Q3 | $9.09M | Buy |
113,916
+1,242
| +1% | +$99.2K | 2.3% | 5 |
|
|
2021
Q2 | $6.97M | Buy |
112,674
+14,226
| +14% | +$880K | 1.82% | 10 |
|
|
2021
Q1 | $5.28M | Sell |
98,448
-20,772
| -17% | -$1.11M | 1.6% | 12 |
|
|
2020
Q4 | $7.06M | Buy |
119,220
+606
| +0.5% | +$35.9K | 2.36% | 5 |
|
|
2020
Q3 | $4.84M | Buy |
118,614
+6,222
| +6% | +$254K | 1.9% | 9 |
|
|
2020
Q2 | $4.3M | Buy |
112,392
+10,026
| +10% | +$384K | 1.9% | 9 |
|
|
2020
Q1 | $2.8M | Buy |
102,366
+95,988
| +1,505% | +$2.62M | 1.52% | 11 |
|
|
2019
Q4 | $246K | Buy |
+6,378
| New | +$246K | 0.11% | 132 |
|