Wealthspire Advisors (Maryland)’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $272K | Buy |
6,660
+1,296
| +24% | +$52.9K | 0.01% | 362 |
|
|
2020
Q2 | $205K | Buy |
+5,364
| New | +$205K | 0.01% | 418 |
|
|
2020
Q1 | – | Sell |
-5,502
| Closed | -$212K | – | 484 |
|
|
2019
Q4 | $212K | Buy |
+5,502
| New | +$212K | 0.01% | 459 |
|
|
2019
Q2 | – | Sell |
-912
| Closed | -$37K | – | 1574 |
|
|
2019
Q1 | $37K | Buy |
912
+324
| +55% | +$13.1K | ﹤0.01% | 1024 |
|
|
2018
Q4 | $18K | Buy |
588
+168
| +40% | +$5.14K | ﹤0.01% | 1249 |
|
|
2018
Q3 | $16K | Sell |
420
-300
| -42% | -$11.4K | ﹤0.01% | 1389 |
|
|
2018
Q2 | $25K | Sell |
720
-12
| -2% | -$417 | ﹤0.01% | 1226 |
|
|
2018
Q1 | $22K | Buy |
732
+18
| +3% | +$541 | ﹤0.01% | 1266 |
|
|
2017
Q4 | $17K | Sell |
714
-90
| -11% | -$2.14K | ﹤0.01% | 1380 |
|
|
2017
Q3 | $19K | Buy |
804
+402
| +100% | +$9.5K | ﹤0.01% | 1311 |
|
|
2017
Q2 | $9K | Buy |
402
+342
| +570% | +$7.66K | ﹤0.01% | 1578 |
|
|
2017
Q1 | $1K | Sell |
60
-14,742
| -100% | -$246K | ﹤0.01% | 1823 |
|
|
2016
Q4 | $308K | Hold |
14,802
| – | – | 0.05% | 266 |
|
|
2016
Q3 | $393K | Buy |
14,802
+978
| +7% | +$26K | 0.06% | 215 |
|
|
2016
Q2 | $283K | Buy |
13,824
+2,118
| +18% | +$43.4K | 0.05% | 268 |
|
|
2016
Q1 | $318K | Sell |
11,706
-708
| -6% | -$19.2K | 0.06% | 242 |
|
|
2015
Q4 | $364K | Buy |
+12,414
| New | +$364K | 0.07% | 211 |
|