HM Payson & Co’s Palo Alto Networks PANW Stock Holding History

HM Payson & Co’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.92M	Sell	11,274 -200	-2%	-$34.1K	0.03%	150
2024 Q4	$2.09M	Sell	11,474 -6	-0.1%	-$1.09K	0.04%	147
2024 Q3	$1.96M	Sell	11,480 -986	-8%	-$169K	0.03%	158
2024 Q2	$2.11M	Buy	12,466 +4	+0%	+$678	0.04%	147
2024 Q1	$1.77M	Buy	12,462 +30	+0.2%	+$4.26K	0.03%	164
2023 Q4	$1.83M	Hold	12,432	–	–	0.04%	155
2023 Q3	$1.46M	Buy	12,432 +2,100	+20%	+$246K	0.03%	162
2023 Q2	$1.32M	Buy	10,332 +1,782	+21%	+$228K	0.03%	168
2023 Q1	$854K	Sell	8,550 -2,650	-24%	-$265K	0.02%	203
2022 Q4	$781K	Sell	11,200 -32	-0.3%	-$2.23K	0.02%	207
2022 Q3	$920K	Buy	11,232 +462	+4%	+$37.8K	0.03%	184
2022 Q2	$887K	Sell	10,770 -48	-0.4%	-$3.95K	0.02%	198
2022 Q1	$1.12M	Sell	10,818 -4,038	-27%	-$419K	0.03%	195
2021 Q4	$1.38M	Sell	14,856 -900	-6%	-$83.5K	0.03%	182
2021 Q3	$1.26M	Sell	15,756 -4,500	-22%	-$359K	0.03%	182
2021 Q2	$1.25M	Buy	20,256 +72	+0.4%	+$4.45K	0.03%	189
2021 Q1	$1.08M	Sell	20,184 -3,030	-13%	-$163K	0.03%	200
2020 Q4	$1.38M	Sell	23,214 -126	-0.5%	-$7.46K	0.04%	181
2020 Q3	$952K	Buy	23,340 +240	+1%	+$9.79K	0.03%	193
2020 Q2	$884K	Hold	23,100	–	–	0.03%	193
2020 Q1	$631K	Sell	23,100 -9,900	-30%	-$270K	0.02%	203
2019 Q4	$1.27M	Hold	33,000	–	–	0.04%	178
2019 Q3	$1.12M	Sell	33,000 -60	-0.2%	-$2.04K	0.04%	185
2019 Q2	$1.12M	Buy	+33,060	New	+$1.12M	0.04%	185
2018 Q3	–	Sell	-33,600	Closed	-$1.15M	–	352
2018 Q2	$1.15M	Hold	33,600	–	–	0.05%	169
2018 Q1	$1.02M	Hold	33,600	–	–	0.04%	178
2017 Q4	$812K	Hold	33,600	–	–	0.03%	206
2017 Q3	$807K	Sell	33,600 -6,816	-17%	-$164K	0.03%	195
2017 Q2	$901K	Sell	40,416 -114	-0.3%	-$2.54K	0.04%	189
2017 Q1	$761K	Buy	40,530 +114	+0.3%	+$2.14K	0.03%	202
2016 Q4	$842K	Hold	40,416	–	–	0.04%	194
2016 Q3	$1.07M	Hold	40,416	–	–	0.05%	175
2016 Q2	$826K	Buy	+40,416	New	+$826K	0.04%	191