Winfield Associates’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-13,710
| Closed | -$555K | – | 130 |
|
2019
Q1 | $555K | Sell |
13,710
-60
| -0.4% | -$2.43K | 0.3% | 71 |
|
2018
Q4 | $432K | Hold |
13,770
| – | – | 0.26% | 75 |
|
2018
Q3 | $517K | Hold |
13,770
| – | – | 0.25% | 74 |
|
2018
Q2 | $472K | Buy |
13,770
+600
| +5% | +$20.6K | 0.25% | 79 |
|
2018
Q1 | $398K | Buy |
13,170
+390
| +3% | +$11.8K | 0.21% | 87 |
|
2017
Q4 | $310K | Sell |
12,780
-2,370
| -16% | -$57.5K | 0.16% | 102 |
|
2017
Q3 | $363K | Sell |
15,150
-1,860
| -11% | -$44.6K | 0.19% | 94 |
|
2017
Q2 | $380K | Sell |
17,010
-90
| -0.5% | -$2.01K | 0.21% | 87 |
|
2017
Q1 | $321K | Buy |
17,100
+1,260
| +8% | +$23.7K | 0.18% | 93 |
|
2016
Q4 | $330K | Sell |
15,840
-1,230
| -7% | -$25.6K | 0.2% | 91 |
|
2016
Q3 | $453K | Buy |
17,070
+150
| +0.9% | +$3.98K | 0.28% | 81 |
|
2016
Q2 | $346K | Buy |
16,920
+2,640
| +18% | +$54K | 0.23% | 86 |
|
2016
Q1 | $389K | Buy |
14,280
+3,660
| +34% | +$99.7K | 0.26% | 77 |
|
2015
Q4 | $312K | Buy |
10,620
+5,400
| +103% | +$159K | 0.21% | 85 |
|
2015
Q3 | $150K | Buy |
+5,220
| New | +$150K | 0.11% | 112 |
|