CIA
Choate Investment Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
12,953
+3,591
| +38% | +$735K | 0.06% | 122 |
|
|
2025
Q1 | $1.6M | Sell |
9,362
-3,144
| -25% | -$536K | 0.04% | 148 |
|
|
2024
Q4 | $2.28M | Buy |
12,506
+8,387
| +204% | +$1.53M | 0.05% | 129 |
|
|
2024
Q3 | $1.41M | Buy |
4,119
+365
| +10% | +$125K | 0.04% | 162 |
|
|
2024
Q2 | $1.27M | Sell |
3,754
-286
| -7% | -$97.1K | 0.03% | 169 |
|
|
2024
Q1 | $1.15M | Sell |
4,040
-86
| -2% | -$24.4K | 0.03% | 185 |
|
|
2023
Q4 | $1.22M | Buy |
4,126
+1,126
| +38% | +$332K | 0.04% | 161 |
|
|
2023
Q3 | $703K | Buy |
3,000
+324
| +12% | +$76K | 0.03% | 202 |
|
|
2023
Q2 | $684K | Buy |
2,676
+1,107
| +71% | +$283K | 0.03% | 178 |
|
|
2023
Q1 | $313K | Sell |
1,569
-60
| -4% | -$12K | 0.02% | 225 |
|
|
2022
Q4 | $227K | Buy |
+1,629
| New | +$227K | 0.01% | 249 |
|
|
2022
Q2 | – | Sell |
-353
| Closed | -$220K | – | 366 |
|
|
2022
Q1 | $220K | Sell |
353
-320
| -48% | -$199K | 0.01% | 279 |
|
|
2021
Q4 | $375K | Sell |
673
-20
| -3% | -$11.1K | 0.02% | 209 |
|
|
2021
Q3 | $332K | Sell |
693
-110
| -14% | -$52.7K | 0.02% | 209 |
|
|
2021
Q2 | $298K | Sell |
803
-5
| -0.6% | -$1.86K | 0.02% | 228 |
|
|
2021
Q1 | $260K | Sell |
808
-90
| -10% | -$29K | 0.02% | 233 |
|
|
2020
Q4 | $319K | Buy |
+898
| New | +$319K | 0.02% | 199 |
|
|
2019
Q2 | – | Sell |
-893
| Closed | -$217K | – | 234 |
|
|
2019
Q1 | $217K | Sell |
893
-265
| -23% | -$64.4K | 0.01% | 223 |
|
|
2018
Q4 | $218K | Buy |
1,158
+153
| +15% | +$28.8K | 0.01% | 211 |
|
|
2018
Q3 | $226K | Sell |
1,005
-260
| -21% | -$58.5K | 0.01% | 183 |
|
|
2018
Q2 | $260K | Sell |
1,265
-453
| -26% | -$93.1K | 0.02% | 201 |
|
|
2018
Q1 | $312K | Sell |
1,718
-335
| -16% | -$60.8K | 0.02% | 200 |
|
|
2017
Q4 | $298K | Sell |
2,053
-505
| -20% | -$73.2K | 0.02% | 206 |
|
|
2017
Q3 | $369K | Sell |
2,558
-35
| -1% | -$5.04K | 0.02% | 195 |
|
|
2017
Q2 | $347K | Sell |
2,593
-290
| -10% | -$38.8K | 0.02% | 193 |
|
|
2017
Q1 | $325K | Sell |
2,883
-305
| -10% | -$34.4K | 0.02% | 200 |
|
|
2016
Q4 | $399K | Buy |
3,188
+780
| +32% | +$97.5K | 0.03% | 172 |
|
|
2016
Q3 | $384K | Hold |
2,408
| – | – | 0.03% | 178 |
|
|
2016
Q2 | $295K | Hold |
2,408
| – | – | 0.02% | 191 |
|
|
2016
Q1 | $393K | Sell |
2,408
-4,115
| -63% | -$671K | 0.03% | 168 |
|
|
2015
Q4 | $800K | Buy |
6,523
+2,810
| +76% | +$344K | 0.06% | 132 |
|
|
2015
Q3 | $639K | Sell |
3,713
-90
| -2% | -$15.5K | 0.04% | 134 |
|
|
2015
Q2 | $664K | Sell |
3,803
-2,325
| -38% | -$406K | 0.04% | 136 |
|
|
2015
Q1 | $895K | Sell |
6,128
-395
| -6% | -$57.7K | 0.05% | 126 |
|
|
2014
Q4 | $800K | Sell |
6,523
-35
| -0.5% | -$4.29K | 0.05% | 131 |
|
|
2014
Q3 | $643K | Buy |
6,558
+1,207
| +23% | +$118K | 0.04% | 155 |
|
|
2014
Q2 | $449K | Sell |
5,351
-8,659
| -62% | -$726K | 0.03% | 189 |
|
|
2014
Q1 | $961K | Buy |
14,010
+4,074
| +41% | +$279K | 0.06% | 128 |
|
|
2013
Q4 | $571K | Sell |
9,936
-54,223
| -85% | -$3.12M | 0.04% | 164 |
|
|
2013
Q3 | $2.94M | Buy |
64,159
+20,106
| +46% | +$921K | 0.22% | 65 |
|
|
2013
Q2 | $1.86M | Buy |
+44,053
| New | +$1.86M | 0.15% | 87 |
|