Mogy Joel R Investment Counsel’s Palo Alto Networks PANW Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.3M	Buy	309,293 +58	+0%	+$11.9K	3.65%	9
2025 Q1	$52.8M	Buy	309,235 +4,605	+2%	+$786K	3.4%	11
2024 Q4	$55.4M	Buy	304,630 +944	+0.3%	+$172K	3.29%	12
2024 Q3	$51.9M	Buy	303,686 +3,954	+1%	+$676K	3.18%	10
2024 Q2	$50.8M	Buy	299,732 +6,224	+2%	+$1.05M	3.22%	9
2024 Q1	$41.7M	Buy	293,508 +2,948	+1%	+$419K	2.83%	13
2023 Q4	$42.8M	Sell	290,560 -2,650	-0.9%	-$391K	3.24%	11
2023 Q3	$34.4M	Buy	293,210 +2,900	+1%	+$340K	2.89%	12
2023 Q2	$37.1M	Buy	290,310 +6,546	+2%	+$836K	2.95%	11
2023 Q1	$28.3M	Buy	283,764 +3,206	+1%	+$320K	2.51%	15
2022 Q4	$19.6M	Buy	280,558 +4,386	+2%	+$306K	1.96%	19
2022 Q3	$22.6M	Buy	276,172 +2,854	+1%	+$234K	2.37%	16
2022 Q2	$22.5M	Buy	273,318 +3,390	+1%	+$279K	2.22%	17
2022 Q1	$28M	Buy	269,928 +2,340	+0.9%	+$243K	2.22%	17
2021 Q4	$24.8M	Buy	267,588 +4,140	+2%	+$384K	1.78%	20
2021 Q3	$21M	Buy	263,448 +12,882	+5%	+$1.03M	1.72%	21
2021 Q2	$15.5M	Buy	250,566 +36,954	+17%	+$2.29M	1.31%	26
2021 Q1	$11.5M	Buy	213,612 +20,580	+11%	+$1.1M	1.1%	29
2020 Q4	$11.4M	Buy	193,032 +2,640	+1%	+$156K	1.13%	28
2020 Q3	$7.77M	Sell	190,392 -2,172	-1%	-$88.6K	0.84%	30
2020 Q2	$7.37M	Sell	192,564 -3,300	-2%	-$126K	0.88%	30
2020 Q1	$5.35M	Buy	195,864 +60	+0%	+$1.64K	0.76%	32
2019 Q4	$7.55M	Buy	195,804 +3,084	+2%	+$119K	0.9%	31
2019 Q3	$6.55M	Sell	192,720 -330	-0.2%	-$11.2K	0.83%	33
2019 Q2	$6.56M	Buy	193,050 +7,968	+4%	+$271K	0.85%	31
2019 Q1	$7.49M	Buy	185,082 +8,346	+5%	+$338K	1.01%	31
2018 Q4	$5.55M	Buy	176,736 +7,134	+4%	+$224K	0.86%	33
2018 Q3	$6.37M	Buy	169,602 +11,622	+7%	+$436K	0.86%	32
2018 Q2	$5.41M	Buy	157,980 +6,102	+4%	+$209K	0.8%	35
2018 Q1	$4.6M	Sell	151,878 -10,200	-6%	-$309K	0.71%	38
2017 Q4	$3.92M	Sell	162,078 -7,530	-4%	-$182K	0.61%	39
2017 Q3	$4.07M	Buy	169,608 +600	+0.4%	+$14.4K	0.68%	39
2017 Q2	$3.77M	Hold	169,008	–	–	0.65%	40
2017 Q1	$3.17M	Buy	169,008 +26,520	+19%	+$498K	0.55%	48
2016 Q4	$2.97M	Sell	142,488 -12,372	-8%	-$258K	0.54%	50
2016 Q3	$4.11M	Buy	154,860 +9,570	+7%	+$254K	0.75%	41
2016 Q2	$2.97M	Buy	145,290 +17,400	+14%	+$356K	0.55%	46
2016 Q1	$3.48M	Buy	127,890 +117,192	+1,095%	+$3.19M	0.65%	44
2015 Q4	$3.14K	Sell	10,698 -53,982	-83%	-$15.8K	0.59%	45
2015 Q3	$1.85M	Buy	64,680 +30,930	+92%	+$887K	0.37%	58
2015 Q2	$983K	Buy	33,750 +25,080	+289%	+$730K	0.19%	79
2015 Q1	$211K	Buy	+8,670	New	+$211K	0.04%	136