AFC
AFT Forsyth & Company’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
14,337
-150
| -1% | -$30.7K | 1.5% | 16 |
|
|
2025
Q1 | $2.47M | Sell |
14,487
-285
| -2% | -$48.6K | 1.33% | 18 |
|
|
2024
Q4 | $2.69M | Buy |
14,772
+7,381
| +100% | +$1.34M | 1.32% | 17 |
|
|
2024
Q3 | $2.53M | Sell |
7,391
-60
| -0.8% | -$20.5K | 1.25% | 18 |
|
|
2024
Q2 | $2.53M | Sell |
7,451
-65
| -0.9% | -$22K | 1.24% | 17 |
|
|
2024
Q1 | $2.14M | Buy |
7,516
+250
| +3% | +$71K | 1.22% | 18 |
|
|
2023
Q4 | $2.14M | Buy |
7,266
+1,157
| +19% | +$341K | 1.35% | 17 |
|
|
2023
Q3 | $1.43M | Buy |
6,109
+390
| +7% | +$91.4K | 1.05% | 24 |
|
|
2023
Q2 | $1.46M | Buy |
5,719
+559
| +11% | +$143K | 1.04% | 23 |
|
|
2023
Q1 | $1.03M | Sell |
5,160
-15
| -0.3% | -$3K | 0.8% | 37 |
|
|
2022
Q4 | $722K | Hold |
5,175
| – | – | 0.62% | 51 |
|
|
2022
Q3 | $848K | Buy |
5,175
+3,630
| +235% | +$595K | 0.76% | 41 |
|
|
2022
Q2 | $763K | Buy |
1,545
+225
| +17% | +$111K | 0.62% | 46 |
|
|
2022
Q1 | $822K | Sell |
1,320
-1,390
| -51% | -$866K | 0.52% | 56 |
|
|
2021
Q4 | $1.51M | Sell |
2,710
-10
| -0.4% | -$5.57K | 0.77% | 36 |
|
|
2021
Q3 | $1.3M | Buy |
2,720
+350
| +15% | +$168K | 0.7% | 46 |
|
|
2021
Q2 | $879K | Hold |
2,370
| – | – | 0.47% | 68 |
|
|
2021
Q1 | $763K | Buy |
+2,370
| New | +$763K | 0.46% | 77 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$246K | – | 127 |
|
|
2020
Q1 | $246K | Sell |
1,500
-2,667
| -64% | -$437K | 0.25% | 108 |
|
|
2019
Q4 | $964K | Buy |
4,167
+25
| +0.6% | +$5.78K | 0.74% | 49 |
|
|
2019
Q3 | $844K | Buy |
4,142
+100
| +2% | +$20.4K | 0.7% | 52 |
|
|
2019
Q2 | $824K | Buy |
4,042
+680
| +20% | +$139K | 0.68% | 53 |
|
|
2019
Q1 | $817K | Buy |
3,362
+575
| +21% | +$140K | 0.71% | 52 |
|
|
2018
Q4 | $525K | Sell |
2,787
-28
| -1% | -$5.27K | 0.52% | 70 |
|
|
2018
Q3 | $634K | Sell |
2,815
-285
| -9% | -$64.2K | 0.53% | 65 |
|
|
2018
Q2 | $637K | Buy |
3,100
+260
| +9% | +$53.4K | 0.56% | 63 |
|
|
2018
Q1 | $516K | Buy |
2,840
+540
| +23% | +$98.1K | 0.48% | 74 |
|
|
2017
Q4 | $333K | Buy |
+2,300
| New | +$333K | 0.33% | 108 |
|