BFS
Bard Financial Services’s Palo Alto Networks PANW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Hold |
14,760
| – | – | 0.36% | 69 |
|
|
2025
Q1 | $2.52M | Sell |
14,760
-950
| -6% | -$162K | 0.31% | 74 |
|
|
2024
Q4 | $2.86M | Buy |
15,710
+7,930
| +102% | +$1.44M | 0.34% | 67 |
|
|
2024
Q3 | $2.66M | Sell |
7,780
-375
| -5% | -$128K | 0.31% | 73 |
|
|
2024
Q2 | $2.76M | Buy |
8,155
+25
| +0.3% | +$8.48K | 0.29% | 74 |
|
|
2024
Q1 | $2.31M | Sell |
8,130
-195
| -2% | -$55.4K | 0.25% | 84 |
|
|
2023
Q4 | $2.45M | Buy |
8,325
+180
| +2% | +$53.1K | 0.28% | 80 |
|
|
2023
Q3 | $1.91M | Buy |
8,145
+75
| +0.9% | +$17.6K | 0.24% | 84 |
|
|
2023
Q2 | $2.06M | Hold |
8,070
| – | – | 0.16% | 118 |
|
|
2023
Q1 | $1.61M | Buy |
8,070
+225
| +3% | +$44.9K | 0.13% | 130 |
|
|
2022
Q4 | $1.1M | Sell |
7,845
-1,400
| -15% | -$195K | 0.09% | 156 |
|
|
2022
Q3 | $1.51M | Buy |
9,245
+6,205
| +204% | +$1.02M | 0.14% | 127 |
|
|
2022
Q2 | $1.5M | Buy |
3,040
+25
| +0.8% | +$12.4K | 0.14% | 123 |
|
|
2022
Q1 | $1.88M | Hold |
3,015
| – | – | 0.15% | 112 |
|
|
2021
Q4 | $1.68M | Hold |
3,015
| – | – | 0.14% | 114 |
|
|
2021
Q3 | $1.44M | Sell |
3,015
-35
| -1% | -$16.8K | 0.13% | 125 |
|
|
2021
Q2 | $1.13M | Buy |
3,050
+75
| +3% | +$27.8K | 0.1% | 137 |
|
|
2021
Q1 | $958K | Sell |
2,975
-75
| -2% | -$24.2K | 0.09% | 142 |
|
|
2020
Q4 | $1.08M | Buy |
+3,050
| New | +$1.08M | 0.11% | 130 |
|