Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $272K | Buy |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $37K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $16K | Sell |
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|
2018
Q2 | $25K | Sell |
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|
2018
Q1 | $22K | Buy |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q2 | $9K | Buy |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $308K | Hold |
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|
2016
Q3 | $393K | Buy |
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|
2016
Q2 | $283K | Buy |
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|
2016
Q1 | $318K | Sell |
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|
2015
Q4 | $364K | Buy |
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