Wilbanks Smith & Thomas Asset Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.2M | Buy |
71,998
+29,464
| +69% | +$4.19M | 0.29% | 84 |
|
|
2023
Q4 | $6.27M | Buy |
42,534
+40,488
| +1,979% | +$5.97M | 0.19% | 99 |
|
|
2023
Q3 | $240K | Buy |
+2,046
| New | +$240K | 0.01% | 447 |
|
|
2023
Q2 | – | Sell |
-2,262
| Closed | -$226K | – | 527 |
|
|
2023
Q1 | $226K | Buy |
+2,262
| New | +$226K | 0.01% | 467 |
|
|
2022
Q4 | – | Sell |
-3,084
| Closed | -$253K | – | 511 |
|
|
2022
Q3 | $253K | Buy |
+3,084
| New | +$253K | 0.01% | 397 |
|
|
2018
Q4 | – | Sell |
-1,086
| Closed | -$41K | – | 1023 |
|
|
2018
Q3 | $41K | Buy |
+1,086
| New | +$41K | ﹤0.01% | 725 |
|