Morse Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.45M	Sell	21,541 -8,327	-28%	-$1.4M	0.72%	44
2025 Q4	$5.5M	Sell	29,868 -124	-0.4%	-$25K	1.1%	24
2025 Q3	$6.11M	Sell	29,992 -636	-2%	-$122K	1.22%	22
2025 Q2	$6.27M	Sell	30,628 -459	-1%	-$85.2K	1.37%	18
2025 Q1	$5.3M	Sell	31,087 -7,735	-20%	-$1.43M	1.34%	22
2024 Q4	$7.06M	Buy	38,822 +836	+2%	+$158K	1.62%	17
2024 Q3	$6.49M	Sell	37,986 -250	-0.7%	-$42.1K	1.4%	21
2024 Q2	$6.48M	Buy	38,236 +36	+0.1%	+$5.38K	1.57%	20
2024 Q1	$5.43M	Buy	38,200 +2,802	+8%	+$442K	1.38%	23
2023 Q4	$5.22M	Sell	35,398 -4,962	-12%	-$663K	1.54%	22
2023 Q3	$4.73M	Buy	40,360 +616	+2%	+$72.9K	1.5%	22
2023 Q2	$5.08M	Buy	39,744 +1,138	+3%	+$118K	1.54%	19
2023 Q1	$3.86M	Sell	38,606 -1,342	-3%	-$114K	1.3%	26
2022 Q4	$2.79M	Sell	39,948 -4,500	-10%	-$361K	1.01%	32
2022 Q3	$3.64M	Buy	44,448 +1,386	+3%	+$120K	1.37%	18
2022 Q2	$3.54M	Buy	43,062 +810	+2%	+$71.8K	1.14%	23
2022 Q1	$4.38M	Buy	42,252 +11,472	+37%	+$1.03M	1.09%	30
2021 Q4	$2.86M	Buy	+30,780	New	+$2.66M	0.64%	43
2020 Q1	–	Sell	-25,188	Closed	-$971K	–	114
2019 Q4	$971K	Buy	25,188 +4,356	+21%	+$165K	0.33%	70
2019 Q3	$708K	Sell	20,832 -7,200	-26%	-$255K	0.26%	80
2019 Q2	$952K	Sell	28,032 -48,444	-63%	-$1.81M	0.28%	78
2019 Q1	$3.1M	Buy	76,476 +43,824	+134%	+$1.63M	0.93%	32
2018 Q4	$1.02M	Sell	32,652 -44,766	-58%	-$1.4M	0.36%	67
2018 Q3	$2.91M	Buy	77,418 +10,170	+15%	+$370K	0.77%	42
2018 Q2	$2.3M	Buy	67,248 +19,878	+42%	+$663K	0.63%	46
2018 Q1	$1.43M	Buy	+47,370	New	+$1.32M	0.4%	64