WEC
Winslow Evans & Crocker’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.09M | Buy |
3,064
+252
| +9% | +$89.6K | 0.21% | 116 |
|
|
2020
Q3 | $688K | Sell |
2,812
-25
| -0.9% | -$6.12K | 0.17% | 131 |
|
|
2020
Q2 | $651K | Sell |
2,837
-205
| -7% | -$47K | 0.17% | 127 |
|
|
2020
Q1 | $500K | Sell |
3,042
-294
| -9% | -$48.3K | 0.16% | 129 |
|
|
2019
Q4 | $772K | Buy |
3,336
+36
| +1% | +$8.33K | 0.2% | 116 |
|
|
2019
Q3 | $674K | Buy |
3,300
+234
| +8% | +$47.8K | 0.19% | 117 |
|
|
2019
Q2 | $626K | Sell |
3,066
-102
| -3% | -$20.8K | 0.17% | 130 |
|
|
2019
Q1 | $772K | Buy |
3,168
+56
| +2% | +$13.6K | 0.22% | 103 |
|
|
2018
Q4 | $588K | Sell |
3,112
-2,400
| -44% | -$453K | 0.2% | 114 |
|
|
2018
Q3 | $1.24M | Buy |
5,512
+150
| +3% | +$33.9K | 0.38% | 60 |
|
|
2018
Q2 | $1.1M | Buy |
5,362
+2,182
| +69% | +$449K | 0.35% | 69 |
|
|
2018
Q1 | $577K | Buy |
3,180
+570
| +22% | +$103K | 0.19% | 120 |
|
|
2017
Q4 | $378K | Sell |
2,610
-460
| -15% | -$66.6K | 0.12% | 178 |
|
|
2017
Q3 | $442K | Sell |
3,070
-1,824
| -37% | -$263K | 0.15% | 151 |
|
|
2017
Q2 | $628K | Buy |
4,894
+2,746
| +128% | +$352K | 0.17% | 135 |
|
|
2017
Q1 | $242K | Buy |
2,148
+930
| +76% | +$105K | 0.08% | 270 |
|
|
2016
Q4 | $152K | Buy |
1,218
+314
| +35% | +$39.2K | 0.05% | 329 |
|
|
2016
Q3 | $144K | Buy |
904
+90
| +11% | +$14.3K | 0.04% | 343 |
|
|
2016
Q2 | $99.7K | Buy |
814
+76
| +10% | +$9.31K | 0.03% | 377 |
|
|
2016
Q1 | $120K | Buy |
738
+218
| +42% | +$35.6K | 0.04% | 333 |
|
|
2015
Q4 | $91.4K | Sell |
520
-410
| -44% | -$72.1K | 0.03% | 416 |
|
|
2015
Q3 | $160K | Buy |
930
+624
| +204% | +$107K | 0.05% | 308 |
|
|
2015
Q2 | $53.1K | Buy |
+306
| New | +$53.1K | 0.02% | 538 |
|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$252K | – | 1425 |
|
|
2014
Q2 | $252K | Buy |
+3,000
| New | +$252K | 0.08% | 235 |
|