SWA
Sutton Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $179K | Buy |
763
+20
| +3% | +$4.69K | 0.09% | 116 |
|
|
2023
Q2 | $190K | Hold |
743
| – | – | 0.09% | 112 |
|
|
2023
Q1 | $148K | Sell |
743
-1,030
| -58% | -$206K | 0.08% | 130 |
|
|
2022
Q4 | $247K | Hold |
1,773
| – | – | 0.09% | 149 |
|
|
2022
Q3 | $290K | Buy |
1,773
+1,182
| +200% | +$194K | 0.12% | 131 |
|
|
2022
Q2 | $292K | Hold |
591
| – | – | 0.12% | 127 |
|
|
2022
Q1 | $368K | Hold |
591
| – | – | 0.13% | 116 |
|
|
2021
Q4 | $329K | Buy |
591
+4
| +0.7% | +$2.23K | 0.11% | 124 |
|
|
2021
Q3 | $281K | Sell |
587
-1
| -0.2% | -$479 | 0.1% | 137 |
|
|
2021
Q2 | $218K | Hold |
588
| – | – | 0.08% | 171 |
|
|
2021
Q1 | $189K | Hold |
588
| – | – | 0.07% | 176 |
|
|
2020
Q4 | $209K | Hold |
588
| – | – | 0.09% | 152 |
|
|
2020
Q3 | $144K | Hold |
588
| – | – | 0.07% | 174 |
|
|
2020
Q2 | $135K | Sell |
588
-33
| -5% | -$7.58K | 0.07% | 179 |
|
|
2020
Q1 | $102K | Sell |
621
-3
| -0.5% | -$492 | 0.06% | 191 |
|
|
2019
Q4 | $144K | Hold |
624
| – | – | 0.07% | 180 |
|
|
2019
Q3 | $127K | Buy |
624
+4
| +0.6% | +$815 | 0.07% | 187 |
|
|
2019
Q2 | $126K | Sell |
620
-3
| -0.5% | -$611 | 0.07% | 185 |
|
|
2019
Q1 | $151K | Buy |
623
+3
| +0.5% | +$729 | 0.09% | 167 |
|
|
2018
Q4 | $117K | Buy |
620
+39
| +7% | +$7.35K | 0.08% | 177 |
|
|
2018
Q3 | $131K | Hold |
581
| – | – | 0.09% | 171 |
|
|
2018
Q2 | $119K | Hold |
581
| – | – | 0.08% | 182 |
|
|
2018
Q1 | $105K | Hold |
581
| – | – | 0.08% | 193 |
|
|
2017
Q4 | $84.2K | Hold |
581
| – | – | 0.06% | 208 |
|
|
2017
Q3 | $83.7K | Buy |
581
+3
| +0.5% | +$432 | 0.06% | 205 |
|
|
2017
Q2 | $77.3K | Hold |
578
| – | – | 0.06% | 212 |
|
|
2017
Q1 | $65.1K | Buy |
578
+343
| +146% | +$38.6K | 0.05% | 220 |
|
|
2016
Q4 | $29.4K | Sell |
235
-145
| -38% | -$18.1K | 0.03% | 372 |
|
|
2016
Q3 | $60.5K | Buy |
380
+45
| +13% | +$7.17K | 0.06% | 225 |
|
|
2016
Q2 | $41.1K | Sell |
335
-136
| -29% | -$16.7K | 0.04% | 272 |
|
|
2016
Q1 | $76.8K | Buy |
+471
| New | +$76.8K | 0.07% | 203 |
|