J.M. Forbes & 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
2026 Q1	$6.26M	Buy	39,039 +402	+1%	+$67.5K	0.53%	55
2025 Q4	$7.12M	Buy	38,637 +529	+1%	+$107K	0.58%	52
2025 Q3	$7.76M	Buy	38,108 +807	+2%	+$154K	0.64%	50
2025 Q2	$7.63M	Buy	37,301 +98	+0.3%	+$18.2K	0.7%	46
2025 Q1	$6.35M	Buy	37,203 +1,583	+4%	+$293K	0.61%	51
2024 Q4	$6.48M	Buy	35,620 +200	+0.6%	+$37.8K	0.62%	49
2024 Q3	$6.05M	Buy	35,420 +144	+0.4%	+$24.2K	0.59%	51
2024 Q2	$5.98M	Buy	35,276 +154	+0.4%	+$23K	0.61%	48
2024 Q1	$4.99M	Buy	+35,122	New	+$5.54M	0.54%	55
2020 Q1	–	Sell	-196,908	Closed	-$7.59M	–	104
2019 Q4	$7.59M	Buy	196,908 +14,988	+8%	+$567K	1.24%	39
2019 Q3	$6.18M	Buy	181,920 +900	+0.5%	+$31.9K	1.19%	39
2019 Q2	$6.15M	Buy	181,020 +21,216	+13%	+$794K	1.19%	38
2019 Q1	$6.47M	Buy	159,804 +3,102	+2%	+$115K	1.39%	37
2018 Q4	$4.92M	Sell	156,702 -1,164	-0.7%	-$36.3K	1.16%	38
2018 Q3	$5.93M	Buy	157,866 +312	+0.2%	+$11.4K	1.26%	38
2018 Q2	$5.39M	Buy	157,554 +882	+0.6%	+$29.4K	1.21%	38
2018 Q1	$4.74M	Buy	156,672 +2,838	+2%	+$78.8K	1.1%	40
2017 Q4	$3.72M	Sell	153,834 -6,576	-4%	-$160K	0.86%	43
2017 Q3	$3.85M	Sell	160,410 -2,970	-2%	-$67.6K	0.96%	41
2017 Q2	$3.64M	Sell	163,380 -1,038	-0.6%	-$21K	0.93%	40
2017 Q1	$3.09M	Buy	164,418 +780	+0.5%	+$17.4K	0.81%	42
2016 Q4	$3.41M	Buy	+163,638	New	+$3.92M	0.94%	40