VSWA
Vontobel Swiss Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.61M | Buy |
23,662
+1,702
| +8% | +$619K | 4.42% | 4 |
|
|
2021
Q1 | $7.07M | Sell |
21,960
-1,332
| -6% | -$429K | 3.94% | 8 |
|
|
2020
Q4 | $8.28M | Buy |
23,292
+2,181
| +10% | +$775K | 4.71% | 4 |
|
|
2020
Q3 | $5.03M | Sell |
21,111
-7,404
| -26% | -$1.76M | 3.51% | 15 |
|
|
2020
Q2 | $6.55M | Sell |
28,515
-257
| -0.9% | -$59K | 4.3% | 2 |
|
|
2020
Q1 | $4.72M | Buy |
28,772
+3,882
| +16% | +$636K | 3.59% | 4 |
|
|
2019
Q4 | $5.76M | Buy |
24,890
+694
| +3% | +$160K | 3.76% | 2 |
|
|
2019
Q3 | $4.93M | Sell |
24,196
-889
| -4% | -$181K | 3.18% | 3 |
|
|
2019
Q2 | $5.11M | Buy |
25,085
+9,053
| +56% | +$1.84M | 2.74% | 3 |
|
|
2019
Q1 | $3.85M | Sell |
16,032
-176
| -1% | -$42.3K | 4.18% | 2 |
|
|
2018
Q4 | $3.01M | Buy |
+16,208
| New | +$3.01M | 2.23% | 17 |
|