JMFC
J.M. Forbes & Co’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.63M | Buy |
37,301
+98
| +0.3% | +$20.1K | 0.7% | 46 |
|
|
2025
Q1 | $6.35M | Buy |
37,203
+1,583
| +4% | +$270K | 0.61% | 51 |
|
|
2024
Q4 | $6.48M | Buy |
35,620
+17,910
| +101% | +$3.26M | 0.62% | 49 |
|
|
2024
Q3 | $6.05M | Buy |
17,710
+72
| +0.4% | +$24.6K | 0.59% | 51 |
|
|
2024
Q2 | $5.98M | Buy |
17,638
+77
| +0.4% | +$26.1K | 0.61% | 48 |
|
|
2024
Q1 | $4.99M | Buy |
+17,561
| New | +$4.99M | 0.54% | 55 |
|
|
2020
Q1 | – | Sell |
-32,818
| Closed | -$7.59M | – | 104 |
|
|
2019
Q4 | $7.59M | Buy |
32,818
+2,498
| +8% | +$578K | 1.24% | 39 |
|
|
2019
Q3 | $6.18M | Buy |
30,320
+150
| +0.5% | +$30.6K | 1.19% | 39 |
|
|
2019
Q2 | $6.15M | Buy |
30,170
+3,536
| +13% | +$720K | 1.19% | 38 |
|
|
2019
Q1 | $6.47M | Buy |
26,634
+517
| +2% | +$126K | 1.39% | 37 |
|
|
2018
Q4 | $4.92M | Sell |
26,117
-194
| -0.7% | -$36.5K | 1.16% | 38 |
|
|
2018
Q3 | $5.93M | Buy |
26,311
+52
| +0.2% | +$11.7K | 1.26% | 38 |
|
|
2018
Q2 | $5.4M | Buy |
26,259
+147
| +0.6% | +$30.2K | 1.21% | 38 |
|
|
2018
Q1 | $4.74M | Buy |
26,112
+473
| +2% | +$85.9K | 1.1% | 40 |
|
|
2017
Q4 | $3.72M | Sell |
25,639
-1,096
| -4% | -$159K | 0.86% | 43 |
|
|
2017
Q3 | $3.85M | Sell |
26,735
-495
| -2% | -$71.3K | 0.96% | 41 |
|
|
2017
Q2 | $3.64M | Sell |
27,230
-173
| -0.6% | -$23.1K | 0.93% | 40 |
|
|
2017
Q1 | $3.09M | Buy |
27,403
+130
| +0.5% | +$14.6K | 0.81% | 42 |
|
|
2016
Q4 | $3.41M | Buy |
+27,273
| New | +$3.41M | 0.94% | 40 |
|