VisionPoint Advisory Group’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
Q3 | – | Sell |
-266
| Closed | -$45.1K | – | 619 |
|
|
2024
Q2 | $45.1K | Hold |
266
| – | – | 0.02% | 280 |
|
|
2024
Q1 | $37.8K | Hold |
266
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $39.2K | Buy |
266
+26
| +11% | +$3.83K | 0.01% | 276 |
|
|
2023
Q3 | $28.1K | Hold |
240
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $30.7K | Buy |
+240
| New | +$30.7K | 0.01% | 248 |
|
|
2020
Q1 | – | Sell |
-7,200
| Closed | -$278K | – | 143 |
|
|
2019
Q4 | $278K | Buy |
+7,200
| New | +$278K | 0.12% | 98 |
|