TrinityPoint 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
Q4 | $3.71M | Buy |
20,382
+128
| +0.6% | +$23.3K | 0.52% | 49 |
|
|
2024
Q3 | $3.46M | Buy |
20,254
+20
| +0.1% | +$3.42K | 0.5% | 51 |
|
|
2024
Q2 | $3.43M | Buy |
20,234
+190
| +0.9% | +$32.2K | 0.54% | 47 |
|
|
2024
Q1 | $2.85M | Buy |
+20,044
| New | +$2.85M | 0.47% | 56 |
|
|
2022
Q2 | – | Sell |
-2,136
| Closed | -$222K | – | 304 |
|
|
2022
Q1 | $222K | Buy |
+2,136
| New | +$222K | 0.04% | 287 |
|