LNWWM
Laird Norton Wetherby Wealth Management’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Buy |
+17,517
| New | +$3.58M | 0.16% | 119 |
|
|
2024
Q4 | $3.62M | Buy |
19,908
+9,544
| +92% | +$1.74M | 0.17% | 103 |
|
|
2024
Q3 | $3.54M | Sell |
10,364
-522
| -5% | -$178K | 0.16% | 110 |
|
|
2024
Q2 | $3.69M | Sell |
10,886
-500
| -4% | -$170K | 0.17% | 100 |
|
|
2024
Q1 | $3.24M | Sell |
11,386
-1,016
| -8% | -$289K | 0.15% | 119 |
|
|
2023
Q4 | $3.66M | Sell |
12,402
-1,414
| -10% | -$417K | 0.19% | 100 |
|
|
2023
Q3 | $3.24M | Buy |
13,816
+425
| +3% | +$99.6K | 0.18% | 106 |
|
|
2023
Q2 | $3.42M | Sell |
13,391
-1,066
| -7% | -$272K | 0.18% | 102 |
|
|
2023
Q1 | $2.89M | Buy |
14,457
+735
| +5% | +$147K | 0.17% | 125 |
|
|
2022
Q4 | $1.91M | Sell |
13,722
-1,362
| -9% | -$190K | 0.12% | 180 |
|
|
2022
Q3 | $2.47M | Buy |
15,084
+9,858
| +189% | +$1.61M | 0.17% | 109 |
|
|
2022
Q2 | $2.58M | Sell |
5,226
-1,170
| -18% | -$578K | 0.18% | 108 |
|
|
2022
Q1 | $3.98M | Sell |
6,396
-474
| -7% | -$295K | 0.23% | 82 |
|
|
2021
Q4 | $3.83M | Buy |
6,870
+195
| +3% | +$109K | 0.21% | 89 |
|
|
2021
Q3 | $3.2M | Buy |
6,675
+7
| +0.1% | +$3.35K | 0.2% | 99 |
|
|
2021
Q2 | $2.47M | Buy |
6,668
+481
| +8% | +$178K | 0.15% | 127 |
|
|
2021
Q1 | $1.99M | Sell |
6,187
-550
| -8% | -$177K | 0.15% | 132 |
|
|
2020
Q4 | $2.39M | Buy |
6,737
+5,769
| +596% | +$2.05M | 0.16% | 115 |
|
|
2020
Q3 | $236K | Sell |
968
-113
| -10% | -$27.6K | 0.02% | 597 |
|
|
2020
Q2 | $248K | Buy |
+1,081
| New | +$248K | 0.02% | 580 |
|
|
2020
Q1 | – | Sell |
-1,674
| Closed | -$387K | – | 731 |
|
|
2019
Q4 | $387K | Sell |
1,674
-1,630
| -49% | -$377K | 0.04% | 468 |
|
|
2019
Q3 | $673K | Buy |
3,304
+180
| +6% | +$36.7K | 0.07% | 312 |
|
|
2019
Q2 | $637K | Buy |
+3,124
| New | +$637K | 0.07% | 313 |
|
|
2019
Q1 | – | Sell |
-12,668
| Closed | -$2.39M | – | 673 |
|
|
2018
Q4 | $2.39M | Sell |
12,668
-78
| -0.6% | -$14.7K | 0.34% | 64 |
|
|
2018
Q3 | $2.87M | Buy |
12,746
+113
| +0.9% | +$25.5K | 0.35% | 64 |
|
|
2018
Q2 | $2.6M | Buy |
12,633
+15
| +0.1% | +$3.08K | 0.35% | 63 |
|
|
2018
Q1 | $2.29M | Buy |
12,618
+27
| +0.2% | +$4.9K | 0.32% | 72 |
|
|
2017
Q4 | $1.83M | Buy |
12,591
+91
| +0.7% | +$13.2K | 0.25% | 80 |
|
|
2017
Q3 | $1.8M | Buy |
12,500
+52
| +0.4% | +$7.49K | 0.27% | 78 |
|
|
2017
Q2 | $1.67M | Buy |
12,448
+112
| +0.9% | +$15K | 0.28% | 72 |
|
|
2017
Q1 | $1.39M | Sell |
12,336
-10
| -0.1% | -$1.13K | 0.25% | 80 |
|
|
2016
Q4 | $1.54M | Sell |
12,346
-9
| -0.1% | -$1.13K | 0.3% | 68 |
|
|
2016
Q3 | $1.97M | Buy |
12,355
+131
| +1% | +$20.9K | 0.4% | 51 |
|
|
2016
Q2 | $1.5M | Buy |
+12,224
| New | +$1.5M | 0.33% | 59 |
|