Mayflower Financial Advisors’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 | $605K | Sell |
2,958
-82
| -3% | -$16.8K | 0.08% | 209 |
|
|
2025
Q1 | $519K | Buy |
3,040
+1
| +0% | +$171 | 0.08% | 223 |
|
|
2024
Q4 | $553K | Buy |
3,039
+17
| +0.6% | +$3.09K | 0.08% | 209 |
|
|
2024
Q3 | $516K | Sell |
3,022
-54
| -2% | -$9.23K | 0.08% | 213 |
|
|
2024
Q2 | $521K | Buy |
3,076
+62
| +2% | +$10.5K | 0.09% | 202 |
|
|
2024
Q1 | $428K | Sell |
3,014
-1,216
| -29% | -$173K | 0.07% | 233 |
|
|
2023
Q4 | $624K | Buy |
4,230
+32
| +0.8% | +$4.72K | 0.09% | 182 |
|
|
2023
Q3 | $492K | Buy |
4,198
+144
| +4% | +$16.9K | 0.07% | 195 |
|
|
2023
Q2 | $518K | Sell |
4,054
-2
| -0% | -$256 | 0.07% | 198 |
|
|
2023
Q1 | $405K | Buy |
4,056
+102
| +3% | +$10.2K | 0.05% | 233 |
|
|
2022
Q4 | $276K | Buy |
3,954
+346
| +10% | +$24.1K | 0.04% | 276 |
|
|
2022
Q3 | $295K | Sell |
3,608
-100
| -3% | -$8.18K | 0.05% | 252 |
|
|
2022
Q2 | $305K | Sell |
3,708
-156
| -4% | -$12.8K | 0.05% | 247 |
|
|
2022
Q1 | $401K | Buy |
3,864
+312
| +9% | +$32.4K | 0.05% | 230 |
|
|
2021
Q4 | $330K | Hold |
3,552
| – | – | 0.04% | 248 |
|
|
2021
Q3 | $303K | Buy |
3,552
+12
| +0.3% | +$1.02K | 0.04% | 260 |
|
|
2021
Q2 | $219K | Buy |
+3,540
| New | +$219K | 0.03% | 287 |
|
|
2021
Q1 | – | Sell |
-3,396
| Closed | -$201K | – | 305 |
|
|
2020
Q4 | $201K | Buy |
+3,396
| New | +$201K | 0.03% | 262 |
|