Bard Financial Services’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
2025 Q3	$3.01M	Hold	14,760	–	–	0.33%	74
2025 Q2	$3.02M	Hold	14,760	–	–	0.36%	69
2025 Q1	$2.52M	Sell	14,760 -950	-6%	-$176K	0.31%	74
2024 Q4	$2.86M	Buy	15,710 +150	+1%	+$28.3K	0.34%	67
2024 Q3	$2.66M	Sell	15,560 -750	-5%	-$126K	0.31%	73
2024 Q2	$2.76M	Buy	16,310 +50	+0.3%	+$7.48K	0.29%	74
2024 Q1	$2.31M	Sell	16,260 -390	-2%	-$61.5K	0.25%	84
2023 Q4	$2.45M	Buy	16,650 +360	+2%	+$48.1K	0.28%	80
2023 Q3	$1.91M	Buy	16,290 +150	+0.9%	+$17.8K	0.24%	84
2023 Q2	$2.06M	Hold	16,140	–	–	0.16%	118
2023 Q1	$1.61M	Buy	16,140 +450	+3%	+$38.1K	0.13%	130
2022 Q4	$1.09M	Sell	15,690 -2,800	-15%	-$225K	0.09%	156
2022 Q3	$1.51M	Buy	18,490 +250	+1%	+$21.6K	0.14%	127
2022 Q2	$1.5M	Buy	18,240 +150	+0.8%	+$13.3K	0.14%	123
2022 Q1	$1.88M	Hold	18,090	–	–	0.15%	112
2021 Q4	$1.68M	Hold	18,090	–	–	0.14%	114
2021 Q3	$1.44M	Sell	18,090 -210	-1%	-$14.8K	0.13%	125
2021 Q2	$1.13M	Buy	18,300 +450	+3%	+$26.7K	0.1%	137
2021 Q1	$958K	Sell	17,850 -450	-2%	-$26.7K	0.09%	142
2020 Q4	$1.08M	Buy	+18,300	New	+$855K	0.11%	130