Appleton Partners’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
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|
2025
Q1 | $6.66M | Sell |
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|
2024
Q4 | $7.76M | Sell |
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|
2024
Q3 | $8.36M | Sell |
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|
2024
Q2 | $8.84M | Sell |
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|
2024
Q1 | $7.97M | Sell |
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|
2023
Q4 | $9.57M | Sell |
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|
2023
Q3 | $7.96M | Sell |
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|
2023
Q2 | $9.85M | Sell |
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|
2023
Q1 | $8.28M | Sell |
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|
2022
Q4 | $6.1M | Sell |
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|
2022
Q3 | $7.48M | Sell |
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|
2022
Q2 | $7.65M | Sell |
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|
2022
Q1 | $9.66M | Sell |
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|
2021
Q4 | $8.8M | Sell |
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|
2021
Q3 | $7.85M | Buy |
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|
2021
Q2 | $5.91M | Sell |
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|
2021
Q1 | $5.41M | Sell |
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|
2020
Q4 | $6.14M | Buy |
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|
2020
Q3 | $4.22M | Sell |
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|
2020
Q2 | $4.01M | Sell |
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|
2020
Q1 | $3.02M | Sell |
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|
2019
Q4 | $4.86M | Sell |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $4.3M | Buy |
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|
2019
Q1 | $5.12M | Buy |
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|
2018
Q4 | $3.94M | Buy |
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|
2018
Q3 | $4.59M | Sell |
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|
2018
Q2 | $4.21M | Sell |
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|
2018
Q1 | $3.75M | Buy |
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|
2017
Q4 | $2.99M | Buy |
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|
2017
Q3 | $2.97M | Sell |
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|
2017
Q2 | $2.8M | Sell |
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|
2017
Q1 | $5.79M | Sell |
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|
2016
Q4 | $7.35M | Sell |
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|
2016
Q3 | $9.7M | Sell |
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|
2016
Q2 | $7.82M | Sell |
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|
2016
Q1 | $10.7M | Buy |
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|
2015
Q4 | $11M | Buy |
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|
2015
Q3 | $10.3M | Buy |
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|
2015
Q2 | $10.4M | Sell |
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|
2015
Q1 | $8.79M | Buy |
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|
2014
Q4 | $3.14M | Buy |
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|
2014
Q3 | $770K | Sell |
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|
2014
Q2 | $826K | Sell |
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|
2014
Q1 | $717K | Buy |
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|
2013
Q4 | $421K | Buy |
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|
2013
Q3 | $248K | Sell |
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|
2013
Q2 | $241K | Buy |
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