BWM
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Bernard Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bernard Wealth Management’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.4M Buy
16,631
+2,314
+16% +$474K 1.58% 19
2025
Q1 		$2.44M Buy
14,317
+117
+0.8% +$20K 1.19% 21
2024
Q4 		$2.58M Buy
+14,200
New +$2.58M 1.22% 20