MLL
Moody Lynn & Lieberson’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16M | Sell |
39,873
-120
| -0.3% | -$24.6K | 0.47% | 41 |
|
|
2025
Q1 | $6.82M | Sell |
39,993
-287
| -0.7% | -$49K | 0.44% | 45 |
|
|
2024
Q4 | $7.33M | Buy |
40,280
+19,912
| +98% | +$3.62M | 0.45% | 45 |
|
|
2024
Q3 | $6.96M | Buy |
20,368
+87
| +0.4% | +$29.7K | 0.43% | 48 |
|
|
2024
Q2 | $6.88M | Sell |
20,281
-104
| -0.5% | -$35.3K | 0.45% | 45 |
|
|
2024
Q1 | $5.79M | Sell |
20,385
-13,770
| -40% | -$3.91M | 0.39% | 49 |
|
|
2023
Q4 | $10.1M | Buy |
34,155
+1,127
| +3% | +$332K | 0.77% | 36 |
|
|
2023
Q3 | $7.74M | Sell |
33,028
-2,192
| -6% | -$514K | 0.66% | 41 |
|
|
2023
Q2 | $9M | Sell |
35,220
-680
| -2% | -$174K | 0.73% | 41 |
|
|
2023
Q1 | $7.17M | Sell |
35,900
-4,558
| -11% | -$910K | 0.64% | 42 |
|
|
2022
Q4 | $5.65M | Sell |
40,458
-12,253
| -23% | -$1.71M | 0.52% | 44 |
|
|
2022
Q3 | $8.63M | Buy |
52,711
+37,479
| +246% | +$6.14M | 0.83% | 42 |
|
|
2022
Q2 | $7.52M | Sell |
15,232
-128
| -0.8% | -$63.2K | 0.68% | 43 |
|
|
2022
Q1 | $9.56M | Buy |
15,360
+613
| +4% | +$382K | 0.7% | 43 |
|
|
2021
Q4 | $8.21M | Buy |
14,747
+65
| +0.4% | +$36.2K | 0.55% | 49 |
|
|
2021
Q3 | $7.03M | Buy |
14,682
+2,527
| +21% | +$1.21M | 0.53% | 52 |
|
|
2021
Q2 | $4.51M | Buy |
12,155
+9,153
| +305% | +$3.4M | 0.34% | 68 |
|
|
2021
Q1 | $967K | Buy |
3,002
+8
| +0.3% | +$2.58K | 0.08% | 112 |
|
|
2020
Q4 | $1.06M | Sell |
2,994
-20,139
| -87% | -$7.16M | 0.09% | 108 |
|
|
2020
Q3 | $5.66M | Sell |
23,133
-70
| -0.3% | -$17.1K | 0.56% | 50 |
|
|
2020
Q2 | $5.33M | Buy |
23,203
+20,267
| +690% | +$4.65M | 0.58% | 44 |
|
|
2020
Q1 | $481 | Sell |
2,936
-10,360
| -78% | -$1.7K | 0.07% | 107 |
|
|
2019
Q4 | $3.08M | Buy |
13,296
+9,565
| +256% | +$2.21M | 0.3% | 78 |
|
|
2019
Q3 | $760K | Buy |
3,731
+13
| +0.3% | +$2.65K | 0.08% | 108 |
|
|
2019
Q2 | $758K | Sell |
3,718
-23,086
| -86% | -$4.71M | 0.08% | 119 |
|
|
2019
Q1 | $6.51M | Buy |
26,804
+23,007
| +606% | +$5.59M | 0.75% | 47 |
|
|
2018
Q4 | $715K | Sell |
3,797
-30,430
| -89% | -$5.73M | 0.1% | 104 |
|
|
2018
Q3 | $7.71M | Sell |
34,227
-6
| -0% | -$1.35K | 0.82% | 41 |
|
|
2018
Q2 | $7.03M | Buy |
34,233
+1,368
| +4% | +$281K | 0.83% | 41 |
|
|
2018
Q1 | $5.97M | Buy |
+32,865
| New | +$5.97M | 0.72% | 42 |
|
|
2017
Q3 | – | Sell |
-4,595
| Closed | -$615K | – | 216 |
|
|
2017
Q2 | $615K | Buy |
+4,595
| New | +$615K | 0.08% | 135 |
|
|
2015
Q4 | – | Sell |
-28,095
| Closed | -$4.83M | – | 186 |
|
|
2015
Q3 | $4.83M | Buy |
+28,095
| New | +$4.83M | 0.93% | 42 |
|
|
2014
Q2 | – | Sell |
-81,000
| Closed | -$5.56M | – | 206 |
|
|
2014
Q1 | $5.56M | Buy |
+81,000
| New | +$5.56M | 0.8% | 53 |
|