Veritable’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 | – | Sell |
-5,028
| Closed | -$642K | – | 575 |
|
|
2023
Q2 | $642K | Buy |
5,028
+382
| +8% | +$48.8K | 0.01% | 476 |
|
|
2023
Q1 | $464K | Buy |
4,646
+1,772
| +62% | +$177K | 0.01% | 565 |
|
|
2022
Q4 | $201K | Sell |
2,874
-310
| -10% | -$21.6K | ﹤0.01% | 822 |
|
|
2022
Q3 | $261K | Sell |
3,184
-14
| -0.4% | -$1.15K | 0.01% | 667 |
|
|
2022
Q2 | $263K | Buy |
3,198
+1,116
| +54% | +$91.8K | ﹤0.01% | 723 |
|
|
2022
Q1 | $216K | Sell |
2,082
-690
| -25% | -$71.6K | ﹤0.01% | 833 |
|
|
2021
Q4 | $257K | Buy |
+2,772
| New | +$257K | ﹤0.01% | 769 |
|
|
2019
Q2 | – | Sell |
-4,980
| Closed | -$202K | – | 818 |
|
|
2019
Q1 | $202K | Buy |
+4,980
| New | +$202K | ﹤0.01% | 757 |
|
|
2018
Q4 | – | Sell |
-5,346
| Closed | -$201K | – | 806 |
|
|
2018
Q3 | $201K | Buy |
+5,346
| New | +$201K | ﹤0.01% | 780 |
|