WP
WealthSource Partners’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $211K | Buy |
+714
| New | +$211K | 0.01% | 474 |
|
|
2022
Q4 | – | Sell |
-2,179
| Closed | -$357K | – | 514 |
|
|
2022
Q3 | $357K | Buy |
2,179
+658
| +43% | +$108K | 0.03% | 361 |
|
|
2022
Q2 | $751K | Sell |
1,521
-133
| -8% | -$65.7K | 0.05% | 230 |
|
|
2022
Q1 | $1.03M | Buy |
1,654
+23
| +1% | +$14.3K | 0.07% | 214 |
|
|
2021
Q4 | $908K | Buy |
1,631
+186
| +13% | +$104K | 0.07% | 198 |
|
|
2021
Q3 | $692K | Buy |
1,445
+223
| +18% | +$107K | 0.06% | 233 |
|
|
2021
Q2 | $453K | Hold |
1,222
| – | – | 0.04% | 289 |
|
|
2021
Q1 | $394K | Buy |
1,222
+227
| +23% | +$73.2K | 0.04% | 287 |
|
|
2020
Q4 | $354K | Hold |
995
| – | – | 0.04% | 261 |
|
|
2020
Q3 | $244K | Hold |
995
| – | – | 0.03% | 298 |
|
|
2020
Q2 | $229K | Buy |
+995
| New | +$229K | 0.03% | 289 |
|
|
2020
Q1 | – | Sell |
-1,070
| Closed | -$247K | – | 397 |
|
|
2019
Q4 | $247K | Sell |
1,070
-382
| -26% | -$88.2K | 0.03% | 351 |
|
|
2019
Q3 | $296K | Sell |
1,452
-153
| -10% | -$31.2K | 0.04% | 326 |
|
|
2019
Q2 | $327K | Buy |
1,605
+558
| +53% | +$114K | 0.05% | 318 |
|
|
2019
Q1 | $254K | Sell |
1,047
-135
| -11% | -$32.8K | 0.06% | 285 |
|
|
2018
Q4 | $223K | Buy |
1,182
+253
| +27% | +$47.7K | 0.06% | 256 |
|
|
2018
Q3 | $209K | Buy |
+929
| New | +$209K | 0.05% | 289 |
|