WA
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WFG Advisors’s Palo Alto Networks PANW Stock Holding History

WFG Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$80K Sell
3,600
-1,800
-33% -$36.4K 0.02% 579
2017
Q1 		$101K Buy
5,400
+300
+6% +$6.71K 0.03% 476
2016
Q4 		$106K Buy
5,100
+3,000
+143% +$71.9K 0.03% 510
2016
Q3 		$56K Buy
2,100
+1,500
+250% +$34.2K 0.01% 681
2016
Q2 		$12K Hold
600
– – ﹤0.01% 1046
2016
Q1 		$16K Hold
600
– – ﹤0.01% 936
2015
Q4 		$18K Sell
600
-600
-50% -$17.3K 0.01% 922
2015
Q3 		$34K Hold
1,200
– – 0.01% 759
2015
Q2 		$35K Hold
1,200
– – 0.01% 821
2015
Q1 		$29K Buy
+1,200
New +$26.9K 0.01% 888
2014
Q2 		– Sell
-486
Closed -$6K – 2041
2014
Q1 		$6K Hold
486
– – ﹤0.01% 1592
2013
Q4 		$5K Hold
486
– – ﹤0.01% 1756
2013
Q3 		$4K Buy
+486
New +$3.83K ﹤0.01% 1796

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