WealthSource Partners’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $211K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $357K | Sell |
|
|||||
|
2022
Q2 | $751K | Sell |
|
|||||
|
2022
Q1 | $1.03M | Buy |
|
|||||
|
2021
Q4 | $908K | Buy |
|
|||||
|
2021
Q3 | $692K | Buy |
|
|||||
|
2021
Q2 | $453K | Hold |
|
|||||
|
2021
Q1 | $394K | Buy |
|
|||||
|
2020
Q4 | $354K | Hold |
|
|||||
|
2020
Q3 | $244K | Hold |
|
|||||
|
2020
Q2 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $247K | Sell |
|
|||||
|
2019
Q3 | $296K | Sell |
|
|||||
|
2019
Q2 | $327K | Buy |
|
|||||
|
2019
Q1 | $254K | Sell |
|
|||||
|
2018
Q4 | $223K | Buy |
|
|||||
|
2018
Q3 | $209K | Buy |
|