Chesley Taft & Associates’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 | $37.3M | Sell |
182,164
-2,007
| -1% | -$411K | 1.66% | 13 |
|
|
2025
Q1 | $31.4M | Sell |
184,171
-127
| -0.1% | -$21.7K | 1.52% | 15 |
|
|
2024
Q4 | $33.5M | Buy |
184,298
+402
| +0.2% | +$73.1K | 1.56% | 15 |
|
|
2024
Q3 | $31.4M | Buy |
183,896
+366
| +0.2% | +$62.5K | 1.5% | 17 |
|
|
2024
Q2 | $31.1M | Buy |
183,530
+4,852
| +3% | +$822K | 1.56% | 15 |
|
|
2024
Q1 | $25.4M | Buy |
178,678
+25,586
| +17% | +$3.63M | 1.3% | 22 |
|
|
2023
Q4 | $22.6M | Buy |
153,092
+816
| +0.5% | +$120K | 1.27% | 23 |
|
|
2023
Q3 | $17.8M | Buy |
152,276
+24,472
| +19% | +$2.87M | 1.16% | 26 |
|
|
2023
Q2 | $16.3M | Buy |
127,804
+91,650
| +253% | +$11.7M | 1% | 30 |
|
|
2023
Q1 | $3.61M | Buy |
36,154
+11,782
| +48% | +$1.18M | 0.24% | 94 |
|
|
2022
Q4 | $1.7M | Buy |
24,372
+692
| +3% | +$48.3K | 0.12% | 138 |
|
|
2022
Q3 | $1.94M | Buy |
+23,680
| New | +$1.94M | 0.14% | 127 |
|
|
2020
Q1 | – | Sell |
-158,682
| Closed | -$6.12M | – | 263 |
|
|
2019
Q4 | $6.12M | Sell |
158,682
-2,544
| -2% | -$98.1K | 0.44% | 63 |
|
|
2019
Q3 | $5.48M | Sell |
161,226
-360
| -0.2% | -$12.2K | 0.42% | 66 |
|
|
2019
Q2 | $5.49M | Buy |
161,586
+5,760
| +4% | +$196K | 0.43% | 63 |
|
|
2019
Q1 | $6.31M | Buy |
155,826
+16,152
| +12% | +$654K | 0.53% | 58 |
|
|
2018
Q4 | $4.39M | Sell |
139,674
-14,790
| -10% | -$464K | 0.42% | 63 |
|
|
2018
Q3 | $5.8M | Buy |
154,464
+10,440
| +7% | +$392K | 0.46% | 62 |
|
|
2018
Q2 | $4.93M | Buy |
144,024
+2,550
| +2% | +$87.3K | 0.42% | 69 |
|
|
2018
Q1 | $4.28M | Sell |
141,474
-3,282
| -2% | -$99.3K | 0.38% | 74 |
|
|
2017
Q4 | $3.5M | Sell |
144,756
-2,640
| -2% | -$63.8K | 0.3% | 86 |
|
|
2017
Q3 | $3.54M | Buy |
147,396
+2,874
| +2% | +$69K | 0.31% | 86 |
|
|
2017
Q2 | $3.22M | Buy |
144,522
+7,140
| +5% | +$159K | 0.29% | 87 |
|
|
2017
Q1 | $2.58M | Buy |
137,382
+462
| +0.3% | +$8.68K | 0.24% | 93 |
|
|
2016
Q4 | $2.85M | Sell |
136,920
-5,670
| -4% | -$118K | 0.28% | 88 |
|
|
2016
Q3 | $3.79M | Sell |
142,590
-43,890
| -24% | -$1.17M | 0.38% | 76 |
|
|
2016
Q2 | $3.81M | Buy |
186,480
+121,650
| +188% | +$2.49M | 0.39% | 77 |
|
|
2016
Q1 | $1.76M | Buy |
64,830
+17,100
| +36% | +$465K | 0.19% | 105 |
|
|
2015
Q4 | $1.4M | Sell |
47,730
-420
| -0.9% | -$12.3K | 0.15% | 121 |
|
|
2015
Q3 | $1.38M | Buy |
48,150
+1,110
| +2% | +$31.8K | 0.15% | 115 |
|
|
2015
Q2 | $1.37M | Buy |
47,040
+1,350
| +3% | +$39.3K | 0.14% | 118 |
|
|
2015
Q1 | $1.11M | Buy |
45,690
+2,010
| +5% | +$48.9K | 0.11% | 130 |
|
|
2014
Q4 | $892K | Buy |
+43,680
| New | +$892K | 0.09% | 145 |
|