One Ascent Wealth Management LLC Palo Alto Networks Inc Transaction History

One Ascent Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$231.71 - $313.86 $110,293 - $149,397	-476 Reduced 27.06%	1,283 $378,000
Q3 2023 Oct 13, 2023	BUY	$207.57 - $257.88 $365,115 - $453,610	1,759 New	1,759 $412,000
Q1 2023 Apr 17, 2023	BUY	$134.19 - $199.74 $37,170 - $55,327	277 Added 10.01%	3,043 $608,000
Q4 2022 Jan 12, 2023	SELL	$137.33 - $178.4 $17,852 - $23,192	-130 Reduced 4.49%	2,766 $386,000
Q3 2022 Nov 02, 2022	BUY	$161.57 - $574.15 $274,345 - $974,906	1,698 Added 141.74%	2,896 $474,000
Q2 2022 Aug 08, 2022	BUY	$436.37 - $629.01 $75,928 - $109,447	174 Added 16.99%	1,198 $591,000
Q1 2022 May 12, 2022	BUY	$475.47 - $625.25 $486,881 - $640,256	1,024 New	1,024 $637,000
Q3 2021 Nov 12, 2021	SELL	$362.36 - $490.47 $445,340 - $602,787	-1,229 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$316.85 - $396.9 $55,131 - $69,060	174 Added 16.49%	1,229 $396,000
Q4 2020 Feb 08, 2021	BUY	$221.19 - $372.06 $233,355 - $392,523	1,055 New	1,055 $375,000

2,483

457M

16.5M

32M

Ticker PANW
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 299,214,016
Market Cap $59.9B
Description
Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; a...

Get notified when there are updates to the investment portfolio of One Ascent Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on One Ascent Wealth Management LLC with notifications on news.