Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
38,218
-789
| -2% | -$161K | 0.55% | 61 |
|
|
2025
Q1 | $6.66M | Sell |
39,007
-3,652
| -9% | -$623K | 0.51% | 65 |
|
|
2024
Q4 | $7.76M | Sell |
42,659
-6,257
| -13% | -$1.14M | 0.57% | 60 |
|
|
2024
Q3 | $8.36M | Sell |
48,916
-3,256
| -6% | -$556K | 0.62% | 57 |
|
|
2024
Q2 | $8.84M | Sell |
52,172
-3,926
| -7% | -$665K | 0.68% | 50 |
|
|
2024
Q1 | $7.97M | Sell |
56,098
-8,824
| -14% | -$1.25M | 0.62% | 52 |
|
|
2023
Q4 | $9.57M | Sell |
64,922
-2,976
| -4% | -$439K | 0.77% | 39 |
|
|
2023
Q3 | $7.96M | Sell |
67,898
-9,230
| -12% | -$1.08M | 0.71% | 39 |
|
|
2023
Q2 | $9.85M | Sell |
77,128
-5,740
| -7% | -$733K | 0.83% | 33 |
|
|
2023
Q1 | $8.28M | Sell |
82,868
-4,586
| -5% | -$458K | 0.74% | 36 |
|
|
2022
Q4 | $6.1M | Sell |
87,454
-3,862
| -4% | -$269K | 0.58% | 52 |
|
|
2022
Q3 | $7.48M | Sell |
91,316
-1,576
| -2% | -$129K | 0.75% | 35 |
|
|
2022
Q2 | $7.65M | Sell |
92,892
-210
| -0.2% | -$17.3K | 0.72% | 38 |
|
|
2022
Q1 | $9.66M | Sell |
93,102
-1,710
| -2% | -$177K | 0.79% | 37 |
|
|
2021
Q4 | $8.8M | Sell |
94,812
-3,540
| -4% | -$328K | 0.66% | 46 |
|
|
2021
Q3 | $7.85M | Buy |
98,352
+2,760
| +3% | +$220K | 0.65% | 45 |
|
|
2021
Q2 | $5.91M | Sell |
95,592
-5,118
| -5% | -$317K | 0.5% | 58 |
|
|
2021
Q1 | $5.41M | Sell |
100,710
-3,000
| -3% | -$161K | 0.5% | 56 |
|
|
2020
Q4 | $6.14M | Buy |
103,710
+360
| +0.3% | +$21.3K | 0.6% | 44 |
|
|
2020
Q3 | $4.22M | Sell |
103,350
-1,374
| -1% | -$56.1K | 0.47% | 60 |
|
|
2020
Q2 | $4.01M | Sell |
104,724
-5,766
| -5% | -$221K | 0.48% | 58 |
|
|
2020
Q1 | $3.02M | Sell |
110,490
-15,540
| -12% | -$425K | 0.42% | 64 |
|
|
2019
Q4 | $4.86M | Sell |
126,030
-1,806
| -1% | -$69.6K | 0.53% | 50 |
|
|
2019
Q3 | $4.34M | Buy |
127,836
+1,290
| +1% | +$43.8K | 0.52% | 50 |
|
|
2019
Q2 | $4.3M | Buy |
126,546
+156
| +0.1% | +$5.3K | 0.53% | 53 |
|
|
2019
Q1 | $5.12M | Buy |
126,390
+930
| +0.7% | +$37.6K | 0.68% | 43 |
|
|
2018
Q4 | $3.94M | Buy |
125,460
+3,300
| +3% | +$104K | 0.59% | 52 |
|
|
2018
Q3 | $4.59M | Sell |
122,160
-780
| -0.6% | -$29.3K | 0.61% | 51 |
|
|
2018
Q2 | $4.21M | Sell |
122,940
-1,020
| -0.8% | -$34.9K | 0.6% | 55 |
|
|
2018
Q1 | $3.75M | Buy |
123,960
+60
| +0% | +$1.82K | 0.57% | 56 |
|
|
2017
Q4 | $2.99M | Buy |
123,900
+270
| +0.2% | +$6.52K | 0.46% | 65 |
|
|
2017
Q3 | $2.97M | Sell |
123,630
-1,734
| -1% | -$41.6K | 0.5% | 68 |
|
|
2017
Q2 | $2.8M | Sell |
125,364
-182,904
| -59% | -$4.08M | 0.47% | 72 |
|
|
2017
Q1 | $5.79M | Sell |
308,268
-44,376
| -13% | -$833K | 1.07% | 27 |
|
|
2016
Q4 | $7.35M | Sell |
352,644
-12,570
| -3% | -$262K | 1.49% | 19 |
|
|
2016
Q3 | $9.7M | Sell |
365,214
-17,370
| -5% | -$461K | 1.83% | 7 |
|
|
2016
Q2 | $7.82M | Sell |
382,584
-9,270
| -2% | -$189K | 1.6% | 18 |
|
|
2016
Q1 | $10.7M | Buy |
391,854
+16,494
| +4% | +$448K | 2.11% | 4 |
|
|
2015
Q4 | $11M | Buy |
375,360
+15,618
| +4% | +$458K | 2.17% | 5 |
|
|
2015
Q3 | $10.3M | Buy |
359,742
+3,720
| +1% | +$107K | 2.34% | 5 |
|
|
2015
Q2 | $10.4M | Sell |
356,022
-4,824
| -1% | -$140K | 2.32% | 6 |
|
|
2015
Q1 | $8.79M | Buy |
360,846
+207,180
| +135% | +$5.04M | 1.98% | 9 |
|
|
2014
Q4 | $3.14M | Buy |
153,666
+106,590
| +226% | +$2.18M | 0.72% | 48 |
|
|
2014
Q3 | $770K | Sell |
47,076
-12,000
| -20% | -$196K | 0.18% | 100 |
|
|
2014
Q2 | $826K | Sell |
59,076
-3,654
| -6% | -$51.1K | 0.19% | 95 |
|
|
2014
Q1 | $717K | Buy |
62,730
+18,762
| +43% | +$214K | 0.17% | 98 |
|
|
2013
Q4 | $421K | Buy |
43,968
+11,490
| +35% | +$110K | 0.1% | 116 |
|
|
2013
Q3 | $248K | Sell |
32,478
-1,752
| -5% | -$13.4K | 0.07% | 141 |
|
|
2013
Q2 | $241K | Buy |
+34,230
| New | +$241K | 0.07% | 133 |
|