Loring Wolcott & Coolidge Fiduciary Advisors’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 | $786K | Sell |
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|
2025
Q2 | $797K | Hold |
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|
2025
Q1 | $655K | Hold |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $714K | Buy |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $696K | Sell |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $526K | Buy |
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|
2023
Q1 | $409K | Hold |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $85K | Hold |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $212K | Buy |
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|
2019
Q1 | $90K | Hold |
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|
2018
Q4 | $70K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $11K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $115K | Sell |
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|
2016
Q1 | $242K | Sell |
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|
2015
Q4 | $304K | Buy |
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