EFS
Essex Financial Services’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $755K | Buy |
3,689
+1,195
| +48% | +$245K | 0.05% | 322 |
|
|
2025
Q1 | $426K | Sell |
2,494
-472
| -16% | -$80.5K | 0.03% | 414 |
|
|
2024
Q4 | $540K | Buy |
2,966
+1,600
| +117% | +$291K | 0.04% | 364 |
|
|
2024
Q3 | $514K | Buy |
1,366
+32
| +2% | +$12K | 0.04% | 371 |
|
|
2024
Q2 | $423K | Buy |
1,334
+249
| +23% | +$79K | 0.03% | 402 |
|
|
2024
Q1 | $308K | Sell |
1,085
-206
| -16% | -$58.5K | 0.03% | 416 |
|
|
2023
Q4 | $381K | Sell |
1,291
-58
| -4% | -$17.1K | 0.04% | 351 |
|
|
2023
Q3 | $316K | Buy |
1,349
+64
| +5% | +$15K | 0.04% | 363 |
|
|
2023
Q2 | $328K | Sell |
1,285
-22
| -2% | -$5.62K | 0.04% | 346 |
|
|
2023
Q1 | $261K | Buy |
+1,307
| New | +$261K | 0.03% | 404 |
|