Cape Ann Savings Bank’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
$934K Sell
4,563
-60
-1% -$12.3K 0.56% 46
2025
Q1
$789K Sell
4,623
-10
-0.2% -$1.71K 0.49% 48
2024
Q4
$843K Buy
4,633
+215
+5% +$39.1K 0.5% 47
2024
Q3
$755K Buy
4,418
+1,646
+59% +$281K 0.44% 51
2024
Q2
$470K Buy
+2,772
New +$470K 0.29% 59