Wunderlich Capital Managemnt’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-41,268
| Closed | -$4.28M | – | 90 |
|
|
2022
Q1 | $4.28M | Sell |
41,268
-1,428
| -3% | -$148K | 2.02% | 11 |
|
|
2021
Q4 | $3.96M | Buy |
42,696
+6
| +0% | +$557 | 1.77% | 14 |
|
|
2021
Q3 | $3.41M | Sell |
42,690
-192
| -0.4% | -$15.3K | 1.64% | 17 |
|
|
2021
Q2 | $2.65M | Buy |
42,882
+492
| +1% | +$30.4K | 1.34% | 34 |
|
|
2021
Q1 | $2.28M | Sell |
42,390
-1,266
| -3% | -$67.9K | 1.24% | 42 |
|
|
2020
Q4 | $2.59M | Sell |
43,656
-1,254
| -3% | -$74.3K | 1.43% | 24 |
|
|
2020
Q3 | $1.83M | Buy |
44,910
+1,794
| +4% | +$73.2K | 1.13% | 40 |
|
|
2020
Q2 | $1.65M | Buy |
43,116
+360
| +0.8% | +$13.8K | 1.16% | 36 |
|
|
2020
Q1 | $1.17M | Sell |
42,756
-1,026
| -2% | -$28K | 0.96% | 50 |
|
|
2019
Q4 | $1.69M | Sell |
43,782
-54
| -0.1% | -$2.08K | 1.06% | 54 |
|
|
2019
Q3 | $1.49M | Buy |
43,836
+336
| +0.8% | +$11.4K | 1.02% | 56 |
|
|
2019
Q2 | $1.48M | Buy |
43,500
+906
| +2% | +$30.8K | 0.98% | 57 |
|
|
2019
Q1 | $1.72M | Buy |
42,594
+594
| +1% | +$24K | 1.2% | 40 |
|
|
2018
Q4 | $1.32M | Buy |
+42,000
| New | +$1.32M | 1.01% | 50 |
|
|
2018
Q3 | – | Sell |
-48,906
| Closed | -$1.68M | – | 91 |
|
|
2018
Q2 | $1.68M | Sell |
48,906
-948
| -2% | -$32.5K | 1.16% | 38 |
|
|
2018
Q1 | $1.51M | Sell |
49,854
-318
| -0.6% | -$9.62K | 1.04% | 50 |
|
|
2017
Q4 | $1.21M | Buy |
50,172
+924
| +2% | +$22.3K | 0.84% | 65 |
|
|
2017
Q3 | $1.18M | Sell |
49,248
-132
| -0.3% | -$3.17K | 0.88% | 62 |
|
|
2017
Q2 | $1.1M | Sell |
49,380
-288
| -0.6% | -$6.42K | 0.82% | 64 |
|
|
2017
Q1 | $933K | Buy |
49,668
+25,578
| +106% | +$480K | 0.73% | 69 |
|
|
2016
Q4 | $502K | Buy |
24,090
+15,048
| +166% | +$314K | 0.41% | 76 |
|
|
2016
Q3 | $240K | Buy |
9,042
+2,088
| +30% | +$55.4K | 0.19% | 85 |
|
|
2016
Q2 | $142K | Buy |
6,954
+3,168
| +84% | +$64.7K | 0.12% | 86 |
|
|
2016
Q1 | $103K | Buy |
+3,786
| New | +$103K | 0.09% | 88 |
|