Number of Shares
4,598.00
Current Holdings Value*
$677,930.00
% of Portfolio
2.68%
Total Estimate Gain
$666,539.76
% of Total Estimate Gain
172.90%

1919 Variable Socially Responsive Balanced Fund's Palo Alto Networks Inc Holding Summary

As of 2023-12-31, Trust for Advised Portfolios held 4,598.00 shares of Palo Alto Networks Inc(PANW), totaling $677,930.00. This investment constitutes 2.68% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Palo Alto Networks Inc(PANW) stock.

The initial trade took place in 2021Q2. And since then 1919 Variable Socially Responsive Balanced Fund has made 2 purchases of PANW, at an average price of $59.44, for a total of 6,486.00 shares. In addition, there have been 5 sales at an average price of $91.38 for 1,888.00 shares. Based on historical transaction data and PANW's current price of $191.28, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his PANW holdings is $666,539.76, reflecting a 172.90% gain to date.

1919 Variable Socially Responsive Balanced Fund PANW ($191.28) Holding Chart

1919 Variable Socially Responsive Balanced Fund PANW ($191.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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