MSA
Marino Stram & Associates’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
4,914
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $839K | Hold |
4,914
| – | – | 0.19% | 91 |
|
|
2024
Q4 | $894K | Buy |
4,914
+2,457
| +100% | +$447K | 0.2% | 85 |
|
|
2024
Q3 | $840K | Buy |
2,457
+20
| +0.8% | +$6.84K | 0.19% | 92 |
|
|
2024
Q2 | $826K | Sell |
2,437
-11
| -0.4% | -$3.73K | 0.2% | 83 |
|
|
2024
Q1 | $696K | Sell |
2,448
-8
| -0.3% | -$2.27K | 0.16% | 92 |
|
|
2023
Q4 | $724K | Buy |
2,456
+16
| +0.7% | +$4.72K | 0.19% | 86 |
|
|
2023
Q3 | $572K | Sell |
2,440
-5
| -0.2% | -$1.17K | 0.17% | 91 |
|
|
2023
Q2 | $625K | Hold |
2,445
| – | – | 0.18% | 88 |
|
|
2023
Q1 | $488K | Hold |
2,445
| – | – | 0.15% | 98 |
|
|
2022
Q4 | $341K | Hold |
2,445
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $400K | Buy |
2,445
+1,630
| +200% | +$267K | 0.14% | 100 |
|
|
2022
Q2 | $403K | Hold |
815
| – | – | 0.14% | 105 |
|
|
2022
Q1 | $507K | Buy |
815
+6
| +0.7% | +$3.73K | 0.16% | 100 |
|
|
2021
Q4 | $450K | Hold |
809
| – | – | 0.14% | 106 |
|
|
2021
Q3 | $388K | Buy |
+809
| New | +$388K | 0.13% | 107 |
|
|
2021
Q2 | – | Sell |
-754
| Closed | -$243K | – | 290 |
|
|
2021
Q1 | $243K | Buy |
754
+115
| +18% | +$37.1K | 0.1% | 122 |
|
|
2020
Q4 | $227K | Buy |
+639
| New | +$227K | 0.1% | 113 |
|