LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Hold |
3,893
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $655K | Hold |
3,893
| – | – | 0.01% | 185 |
|
|
2024
Q4 | $737K | Buy |
3,893
+1,934
| +99% | +$366K | 0.01% | 188 |
|
|
2024
Q3 | $714K | Buy |
1,959
+24
| +1% | +$8.75K | 0.01% | 191 |
|
|
2024
Q2 | $655K | Sell |
1,935
-120
| -6% | -$40.6K | 0.01% | 184 |
|
|
2024
Q1 | $579K | Hold |
2,055
| – | – | 0.01% | 188 |
|
|
2023
Q4 | $696K | Sell |
2,055
-5
| -0.2% | -$1.69K | 0.01% | 181 |
|
|
2023
Q3 | $516K | Hold |
2,060
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $526K | Buy |
2,060
+14
| +0.7% | +$3.58K | 0.01% | 201 |
|
|
2023
Q1 | $409K | Hold |
2,046
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $285K | Sell |
2,046
-30
| -1% | -$4.19K | ﹤0.01% | 246 |
|
|
2022
Q3 | $340K | Buy |
2,076
+1,376
| +197% | +$225K | ﹤0.01% | 234 |
|
|
2022
Q2 | $346K | Sell |
700
-59
| -8% | -$29.2K | ﹤0.01% | 239 |
|
|
2022
Q1 | $472K | Buy |
759
+111
| +17% | +$69K | ﹤0.01% | 215 |
|
|
2021
Q4 | $361K | Buy |
648
+10
| +2% | +$5.57K | ﹤0.01% | 242 |
|
|
2021
Q3 | $306K | Hold |
638
| – | – | ﹤0.01% | 255 |
|
|
2021
Q2 | $237K | Hold |
638
| – | – | ﹤0.01% | 296 |
|
|
2021
Q1 | $205K | Buy |
638
+268
| +72% | +$86.1K | ﹤0.01% | 289 |
|
|
2020
Q4 | $131K | Hold |
370
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $91K | Hold |
370
| – | – | ﹤0.01% | 339 |
|
|
2020
Q2 | $85K | Hold |
370
| – | – | ﹤0.01% | 328 |
|
|
2020
Q1 | $61K | Sell |
370
-670
| -64% | -$110K | ﹤0.01% | 355 |
|
|
2019
Q4 | $241K | Hold |
1,040
| – | – | ﹤0.01% | 259 |
|
|
2019
Q3 | $212K | Hold |
1,040
| – | – | ﹤0.01% | 261 |
|
|
2019
Q2 | $212K | Buy |
1,040
+670
| +181% | +$137K | ﹤0.01% | 258 |
|
|
2019
Q1 | $90K | Hold |
370
| – | – | ﹤0.01% | 334 |
|
|
2018
Q4 | $70K | Buy |
+370
| New | +$70K | ﹤0.01% | 366 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$14K | – | 779 |
|
|
2017
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2017
Q3 | $14K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2017
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 547 |
|
|
2016
Q3 | – | Sell |
-935
| Closed | -$115K | – | 631 |
|
|
2016
Q2 | $115K | Sell |
935
-550
| -37% | -$67.6K | ﹤0.01% | 315 |
|
|
2016
Q1 | $242K | Sell |
1,485
-240
| -14% | -$39.1K | 0.01% | 230 |
|
|
2015
Q4 | $304K | Buy |
+1,725
| New | +$304K | 0.01% | 233 |
|