HM Payson & Co’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
Q3 | $2.29M | Hold |
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|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.11M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.83M | Hold |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $781K | Sell |
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|
2022
Q3 | $920K | Buy |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.12M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.38M | Sell |
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|
2020
Q3 | $952K | Buy |
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|
2020
Q2 | $884K | Hold |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $1.27M | Hold |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.15M | Hold |
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|
2018
Q1 | $1.02M | Hold |
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|
2017
Q4 | $812K | Hold |
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|
2017
Q3 | $807K | Sell |
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|
2017
Q2 | $901K | Sell |
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|
2017
Q1 | $761K | Buy |
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|
2016
Q4 | $842K | Hold |
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|
2016
Q3 | $1.07M | Hold |
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|
2016
Q2 | $826K | Buy |
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