Wealthstreet Investment Advisors’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
2022 Q1	$62K	Hold	600	–	–	1.67%	19
2021 Q4	$56K	Hold	600	–	–	1.38%	22
2021 Q3	$48K	Sell	600 -900	-60%	-$63.2K	1.33%	23
2021 Q2	$93K	Sell	1,500 -63,600	-98%	-$3.77M	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	$2.65M	Hold	65,100	–	–	0.3%	74
2020 Q2	$2.49M	Sell	65,100 -150	-0.2%	-$5.29K	0.31%	75
2020 Q1	$1.78M	Sell	65,250 -11,160	-15%	-$390K	0.26%	90
2019 Q4	$2.94M	Buy	76,410 +9,600	+14%	+$363K	0.34%	68
2019 Q3	$2.5M	Hold	66,810	–	–	0.32%	73
2019 Q2	$2.27M	Sell	66,810 -1,800	-3%	-$67.3K	0.29%	83
2019 Q1	$2.78M	Sell	68,610 -120	-0.2%	-$4.45K	0.37%	71
2018 Q4	$2.38M	Sell	68,730 -900	-1%	-$28.1K	0.33%	74
2018 Q3	$2.61M	Buy	69,630 +60	+0.1%	+$2.18K	0.32%	74
2018 Q2	$2.38M	Sell	69,570 -300	-0.4%	-$10K	0.32%	80
2018 Q1	$2.11M	Sell	69,870 -3,300	-5%	-$91.7K	0.27%	93
2017 Q4	$1.77M	Buy	+73,170	New	+$1.78M	0.21%	109