YorkBridge Wealth Partners’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
Q4 | – | Sell |
-2,700
| Closed | -$221K | – | 272 |
|
|
2022
Q3 | $221K | Hold |
2,700
| – | – | 0.06% | 250 |
|
|
2022
Q2 | $222K | Buy |
2,700
+114
| +4% | +$9.37K | 0.06% | 254 |
|
|
2022
Q1 | $268K | Hold |
2,586
| – | – | 0.06% | 252 |
|
|
2021
Q4 | $240K | Sell |
2,586
-48
| -2% | -$4.46K | 0.05% | 257 |
|
|
2021
Q3 | $210K | Buy |
+2,634
| New | +$210K | 0.05% | 252 |
|
|
2019
Q3 | – | Sell |
-2,838
| Closed | -$96K | – | 511 |
|
|
2019
Q2 | $96K | Sell |
2,838
-72
| -2% | -$2.44K | 0.04% | 293 |
|
|
2019
Q1 | $118K | Sell |
2,910
-162
| -5% | -$6.57K | 0.05% | 253 |
|
|
2018
Q4 | $96K | Hold |
3,072
| – | – | 0.05% | 252 |
|
|
2018
Q3 | $115K | Sell |
3,072
-27,888
| -90% | -$1.04M | 0.05% | 260 |
|
|
2018
Q2 | $1.06M | Sell |
30,960
-402
| -1% | -$13.8K | 0.46% | 61 |
|
|
2018
Q1 | $996K | Sell |
31,362
-150
| -0.5% | -$4.76K | 0.46% | 61 |
|
|
2017
Q4 | $806K | Buy |
31,512
+876
| +3% | +$22.4K | 0.39% | 70 |
|
|
2017
Q3 | $736K | Sell |
30,636
-552
| -2% | -$13.3K | 0.38% | 69 |
|
|
2017
Q2 | $691K | Buy |
31,188
+420
| +1% | +$9.31K | 0.37% | 74 |
|
|
2017
Q1 | $564K | Sell |
30,768
-12,162
| -28% | -$223K | 0.3% | 80 |
|
|
2016
Q4 | $1.01M | Buy |
+42,930
| New | +$1.01M | 0.6% | 45 |
|