V Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $432K | Sell |
3,684
-3,924
| -52% | -$460K | 0.35% | 62 |
|
|
2023
Q2 | $972K | Buy |
7,608
+194
| +3% | +$24.8K | 0.16% | 123 |
|
|
2023
Q1 | $740K | Sell |
7,414
-238
| -3% | -$23.8K | 0.14% | 149 |
|
|
2022
Q4 | $534K | Buy |
7,652
+2,094
| +38% | +$146K | 0.11% | 180 |
|
|
2022
Q3 | $455K | Sell |
5,558
-910
| -14% | -$74.5K | 0.09% | 217 |
|
|
2022
Q2 | $532K | Buy |
6,468
+108
| +2% | +$8.88K | 0.1% | 213 |
|
|
2022
Q1 | $659K | Buy |
6,360
+54
| +0.9% | +$5.6K | 0.11% | 203 |
|
|
2021
Q4 | $586K | Sell |
6,306
-342
| -5% | -$31.8K | 0.09% | 232 |
|
|
2021
Q3 | $530K | Buy |
6,648
+2,064
| +45% | +$165K | 0.08% | 259 |
|
|
2021
Q2 | $284K | Buy |
4,584
+702
| +18% | +$43.5K | 0.05% | 380 |
|
|
2021
Q1 | $208K | Hold |
3,882
| – | – | 0.04% | 402 |
|
|
2020
Q4 | $230K | Buy |
+3,882
| New | +$230K | 0.05% | 341 |
|
|
2017
Q3 | – | Sell |
-72
| Closed | -$2K | – | 553 |
|
|
2017
Q2 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 755 |
|