Welch & Forbes’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 | $3.81M | Sell |
18,599
-187
| -1% | -$38.3K | 0.05% | 143 |
|
|
2025
Q1 | $3.21M | Buy |
18,786
+50
| +0.3% | +$8.53K | 0.04% | 151 |
|
|
2024
Q4 | $3.41M | Buy |
18,736
+12
| +0.1% | +$2.18K | 0.04% | 147 |
|
|
2024
Q3 | $3.2M | Hold |
18,724
| – | – | 0.04% | 150 |
|
|
2024
Q2 | $3.15M | Buy |
18,724
+66
| +0.4% | +$11.1K | 0.04% | 150 |
|
|
2024
Q1 | $2.65M | Buy |
18,658
+38
| +0.2% | +$5.4K | 0.04% | 163 |
|
|
2023
Q4 | $2.75M | Buy |
18,620
+8
| +0% | +$1.18K | 0.04% | 161 |
|
|
2023
Q3 | $2.18M | Buy |
18,612
+100
| +0.5% | +$11.7K | 0.04% | 173 |
|
|
2023
Q2 | $2.37M | Buy |
18,512
+796
| +4% | +$102K | 0.04% | 168 |
|
|
2023
Q1 | $1.77M | Hold |
17,716
| – | – | 0.03% | 181 |
|
|
2022
Q4 | $1.24M | Buy |
17,716
+148
| +0.8% | +$10.3K | 0.02% | 204 |
|
|
2022
Q3 | $1.44M | Hold |
17,568
| – | – | 0.03% | 193 |
|
|
2022
Q2 | $1.45M | Hold |
17,568
| – | – | 0.03% | 196 |
|
|
2022
Q1 | $1.82M | Hold |
17,568
| – | – | 0.03% | 187 |
|
|
2021
Q4 | $1.63M | Hold |
17,568
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $1.4M | Hold |
17,568
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $1.09M | Buy |
17,568
+4,500
| +34% | +$278K | 0.02% | 223 |
|
|
2021
Q1 | $701K | Hold |
13,068
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $774K | Hold |
13,068
| – | – | 0.02% | 232 |
|
|
2020
Q3 | $533K | Sell |
13,068
-300
| -2% | -$12.2K | 0.01% | 246 |
|
|
2020
Q2 | $512K | Hold |
13,368
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $365K | Buy |
13,368
+600
| +5% | +$16.4K | 0.01% | 257 |
|
|
2019
Q4 | $492K | Hold |
12,768
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $434K | Hold |
12,768
| – | – | 0.01% | 270 |
|
|
2019
Q2 | $434K | Hold |
12,768
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $517K | Hold |
12,768
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $401K | Hold |
12,768
| – | – | 0.01% | 266 |
|
|
2018
Q3 | $479K | Hold |
12,768
| – | – | 0.01% | 263 |
|
|
2018
Q2 | $437K | Buy |
12,768
+600
| +5% | +$20.5K | 0.01% | 263 |
|
|
2018
Q1 | $368K | Buy |
12,168
+222
| +2% | +$6.71K | 0.01% | 280 |
|
|
2017
Q4 | $289K | Hold |
11,946
| – | – | 0.01% | 298 |
|
|
2017
Q3 | $287K | Hold |
11,946
| – | – | 0.01% | 296 |
|
|
2017
Q2 | $266K | Hold |
11,946
| – | – | 0.01% | 309 |
|
|
2017
Q1 | $224K | Hold |
11,946
| – | – | 0.01% | 316 |
|
|
2016
Q4 | $249K | Hold |
11,946
| – | – | 0.01% | 309 |
|
|
2016
Q3 | $317K | Sell |
11,946
-342
| -3% | -$9.08K | 0.01% | 249 |
|
|
2016
Q2 | $251K | Sell |
12,288
-1,230
| -9% | -$25.1K | 0.01% | 307 |
|
|
2016
Q1 | $367K | Buy |
13,518
+3,486
| +35% | +$94.6K | 0.01% | 265 |
|
|
2015
Q4 | $294K | Buy |
10,032
+342
| +4% | +$10K | 0.01% | 275 |
|
|
2015
Q3 | $278K | Buy |
9,690
+888
| +10% | +$25.5K | 0.01% | 293 |
|
|
2015
Q2 | $256K | Buy |
8,802
+342
| +4% | +$9.95K | 0.01% | 303 |
|
|
2015
Q1 | $206K | Buy |
+8,460
| New | +$206K | 0.01% | 321 |
|