Morse Asset 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 | $6.27M | Sell |
30,628
-459
| -1% | -$93.9K | 1.37% | 18 |
|
|
2025
Q1 | $5.3M | Sell |
31,087
-7,735
| -20% | -$1.32M | 1.34% | 22 |
|
|
2024
Q4 | $7.06M | Buy |
38,822
+836
| +2% | +$152K | 1.61% | 17 |
|
|
2024
Q3 | $6.49M | Sell |
37,986
-250
| -0.7% | -$42.7K | 1.4% | 21 |
|
|
2024
Q2 | $6.48M | Buy |
38,236
+36
| +0.1% | +$6.1K | 1.57% | 20 |
|
|
2024
Q1 | $5.43M | Buy |
38,200
+2,802
| +8% | +$398K | 1.38% | 23 |
|
|
2023
Q4 | $5.22M | Sell |
35,398
-4,962
| -12% | -$732K | 1.54% | 22 |
|
|
2023
Q3 | $4.73M | Buy |
40,360
+616
| +2% | +$72.2K | 1.5% | 22 |
|
|
2023
Q2 | $5.08M | Buy |
39,744
+1,138
| +3% | +$145K | 1.54% | 19 |
|
|
2023
Q1 | $3.86M | Sell |
38,606
-1,342
| -3% | -$134K | 1.3% | 26 |
|
|
2022
Q4 | $2.79M | Sell |
39,948
-4,500
| -10% | -$314K | 1.01% | 32 |
|
|
2022
Q3 | $3.64M | Buy |
44,448
+1,386
| +3% | +$114K | 1.37% | 18 |
|
|
2022
Q2 | $3.55M | Buy |
43,062
+810
| +2% | +$66.7K | 1.14% | 23 |
|
|
2022
Q1 | $4.38M | Buy |
42,252
+11,472
| +37% | +$1.19M | 1.09% | 30 |
|
|
2021
Q4 | $2.86M | Buy |
+30,780
| New | +$2.86M | 0.64% | 43 |
|
|
2020
Q1 | – | Sell |
-25,188
| Closed | -$971K | – | 114 |
|
|
2019
Q4 | $971K | Buy |
25,188
+4,356
| +21% | +$168K | 0.33% | 70 |
|
|
2019
Q3 | $708K | Sell |
20,832
-7,200
| -26% | -$245K | 0.26% | 80 |
|
|
2019
Q2 | $952K | Sell |
28,032
-48,444
| -63% | -$1.65M | 0.28% | 78 |
|
|
2019
Q1 | $3.1M | Buy |
76,476
+43,824
| +134% | +$1.77M | 0.93% | 32 |
|
|
2018
Q4 | $1.03M | Sell |
32,652
-44,766
| -58% | -$1.41M | 0.36% | 67 |
|
|
2018
Q3 | $2.91M | Buy |
77,418
+10,170
| +15% | +$382K | 0.77% | 42 |
|
|
2018
Q2 | $2.3M | Buy |
67,248
+19,878
| +42% | +$681K | 0.63% | 46 |
|
|
2018
Q1 | $1.43M | Buy |
+47,370
| New | +$1.43M | 0.4% | 64 |
|