WealthPLAN Partners’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 |
-1,284
| Closed | -$218K | – | 285 |
|
|
2024
Q2 | $218K | Buy |
+1,284
| New | +$218K | 0.02% | 284 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$4.6K | – | 884 |
|
|
2023
Q2 | $4.6K | Hold |
36
| – | – | ﹤0.01% | 929 |
|
|
2023
Q1 | $3.6K | Buy |
+36
| New | +$3.6K | ﹤0.01% | 1043 |
|
|
2016
Q3 | $22.4K | Sell |
840
-30
| -3% | -$800 | 0.01% | 464 |
|
|
2016
Q2 | $16.6K | Buy |
+870
| New | +$16.6K | ﹤0.01% | 1505 |
|
|
2015
Q4 | $3.52K | Buy |
+120
| New | +$3.52K | ﹤0.01% | 1411 |
|