Wealthstreet Investment Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $62K | Hold |
600
| – | – | 1.67% | 19 |
|
|
2021
Q4 | $56K | Hold |
600
| – | – | 1.38% | 22 |
|
|
2021
Q3 | $48K | Sell |
600
-900
| -60% | -$72K | 1.33% | 23 |
|
|
2021
Q2 | $93K | Sell |
1,500
-63,600
| -98% | -$3.94M | 0.48% | 50 |
|
|
2021
Q1 | $3.49M | Hold |
65,100
| – | – | 0.34% | 71 |
|
|
2020
Q4 | $3.86M | Hold |
65,100
| – | – | 0.39% | 61 |
|
|
2020
Q3 | $2.66M | Hold |
65,100
| – | – | 0.3% | 74 |
|
|
2020
Q2 | $2.49M | Sell |
65,100
-150
| -0.2% | -$5.74K | 0.31% | 75 |
|
|
2020
Q1 | $1.78M | Sell |
65,250
-11,160
| -15% | -$305K | 0.26% | 90 |
|
|
2019
Q4 | $2.95M | Buy |
76,410
+9,600
| +14% | +$370K | 0.34% | 68 |
|
|
2019
Q3 | $2.5M | Hold |
66,810
| – | – | 0.32% | 73 |
|
|
2019
Q2 | $2.27M | Sell |
66,810
-1,800
| -3% | -$61.1K | 0.29% | 83 |
|
|
2019
Q1 | $2.78M | Sell |
68,610
-120
| -0.2% | -$4.86K | 0.37% | 71 |
|
|
2018
Q4 | $2.38M | Sell |
68,730
-900
| -1% | -$31.1K | 0.33% | 74 |
|
|
2018
Q3 | $2.61M | Buy |
69,630
+60
| +0.1% | +$2.25K | 0.32% | 74 |
|
|
2018
Q2 | $2.38M | Sell |
69,570
-300
| -0.4% | -$10.3K | 0.32% | 80 |
|
|
2018
Q1 | $2.11M | Sell |
69,870
-3,300
| -5% | -$99.8K | 0.27% | 93 |
|
|
2017
Q4 | $1.77M | Buy |
+73,170
| New | +$1.77M | 0.21% | 109 |
|