Mascoma Wealth Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Sell |
52
-40
| -43% | -$8.19K | ﹤0.01% | 315 |
|
|
2025
Q1 | $15.7K | Hold |
92
| – | – | ﹤0.01% | 285 |
|
|
2024
Q4 | $16.7K | Buy |
92
+56
| +156% | +$10.2K | ﹤0.01% | 291 |
|
|
2024
Q3 | $6.15K | Hold |
36
| – | – | ﹤0.01% | 369 |
|
|
2024
Q2 | $6.1K | Hold |
36
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $5.11K | Hold |
36
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $5.31K | Hold |
36
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $4.22K | Hold |
36
| – | – | ﹤0.01% | 411 |
|
|
2023
Q2 | $3.81K | Sell |
36
-84
| -70% | -$8.88K | ﹤0.01% | 416 |
|
|
2023
Q1 | $10.9K | Hold |
120
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $8.37K | Hold |
120
| – | – | ﹤0.01% | 428 |
|
|
2022
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 406 |
|
|
2022
Q2 | $10K | Hold |
120
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $11K | Hold |
120
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $10K | Buy |
+120
| New | +$10K | ﹤0.01% | 345 |
|
|
2021
Q2 | – | Sell |
-156
| Closed | -$8K | – | 346 |
|
|
2021
Q1 | $8K | Buy |
+156
| New | +$8K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-36
| Closed | -$1K | – | 264 |
|
|
2019
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 366 |
|
|
2019
Q1 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 377 |
|
|
2017
Q2 | – | Sell |
-1,140
| Closed | -$21K | – | 438 |
|
|
2017
Q1 | $21K | Hold |
1,140
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $24K | Buy |
+1,140
| New | +$24K | 0.02% | 198 |
|