BA
Bard Associates’s EVI Industries EVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
14,021
+990
| +8% | +$21.6K | 0.1% | 138 |
|
|
2025
Q1 | $219K | Buy |
13,031
+918
| +8% | +$15.4K | 0.08% | 150 |
|
|
2024
Q4 | $198K | Buy |
12,113
+764
| +7% | +$12.5K | 0.07% | 156 |
|
|
2024
Q3 | $223K | Buy |
+11,349
| New | +$223K | 0.08% | 154 |
|
|
2024
Q2 | – | Sell |
-8,600
| Closed | -$214K | – | 173 |
|
|
2024
Q1 | $214K | Hold |
8,600
| – | – | 0.08% | 153 |
|
|
2023
Q4 | $204K | Hold |
8,600
| – | – | 0.08% | 154 |
|
|
2023
Q3 | $213K | Buy |
+8,600
| New | +$213K | 0.09% | 154 |
|
|
2023
Q1 | – | Sell |
-8,530
| Closed | -$204K | – | 192 |
|
|
2022
Q4 | $204K | Buy |
+8,530
| New | +$204K | 0.09% | 159 |
|
|
2022
Q1 | – | Sell |
-8,600
| Closed | -$269K | – | 187 |
|
|
2021
Q4 | $269K | Hold |
8,600
| – | – | 0.09% | 153 |
|
|
2021
Q3 | $234K | Hold |
8,600
| – | – | 0.08% | 157 |
|
|
2021
Q2 | $244K | Hold |
8,600
| – | – | 0.08% | 149 |
|
|
2021
Q1 | $247K | Hold |
8,600
| – | – | 0.09% | 140 |
|
|
2020
Q4 | $257K | Hold |
8,600
| – | – | 0.1% | 135 |
|
|
2020
Q3 | $229K | Buy |
+8,600
| New | +$229K | 0.12% | 132 |
|
|
2020
Q1 | – | Sell |
-8,600
| Closed | -$233K | – | 161 |
|
|
2019
Q4 | $233K | Sell |
8,600
-1,000
| -10% | -$27.1K | 0.12% | 134 |
|
|
2019
Q3 | $306K | Hold |
9,600
| – | – | 0.16% | 126 |
|
|
2019
Q2 | $367K | Hold |
9,600
| – | – | 0.18% | 119 |
|
|
2019
Q1 | $366K | Hold |
9,600
| – | – | 0.18% | 121 |
|
|
2018
Q4 | $320K | Hold |
9,600
| – | – | 0.19% | 122 |
|
|
2018
Q3 | $374K | Sell |
9,600
-1,000
| -9% | -$39K | 0.17% | 125 |
|
|
2018
Q2 | $427K | Hold |
10,600
| – | – | 0.2% | 126 |
|
|
2018
Q1 | $416K | Sell |
10,600
-46,100
| -81% | -$1.81M | 0.21% | 119 |
|
|
2017
Q4 | $2.27M | Sell |
56,700
-112,401
| -66% | -$4.5M | 1.09% | 23 |
|
|
2017
Q3 | $4.68M | Sell |
169,101
-6,000
| -3% | -$166K | 2.18% | 3 |
|
|
2017
Q2 | $4.74M | Sell |
175,101
-61,704
| -26% | -$1.67M | 2.15% | 4 |
|
|
2017
Q1 | $4.49M | Sell |
236,805
-21,900
| -8% | -$415K | 2.08% | 4 |
|
|
2016
Q4 | $3.75M | Sell |
258,705
-201,084
| -44% | -$2.92M | 1.74% | 12 |
|
|
2016
Q3 | $3.74M | Sell |
459,789
-8,800
| -2% | -$71.6K | 1.83% | 11 |
|
|
2016
Q2 | $1.8M | Sell |
468,589
-3,400
| -0.7% | -$13K | 0.95% | 38 |
|
|
2016
Q1 | $1.53M | Buy |
471,989
+22,550
| +5% | +$73.3K | 0.88% | 38 |
|
|
2015
Q4 | $1.87M | Sell |
449,439
-9,140
| -2% | -$38.1K | 1.11% | 27 |
|
|
2015
Q3 | $1.83M | Sell |
458,579
-15,700
| -3% | -$62.7K | 1.05% | 29 |
|
|
2015
Q2 | $2.12M | Sell |
474,279
-13,800
| -3% | -$61.7K | 1.05% | 27 |
|
|
2015
Q1 | $1.45M | Sell |
488,079
-7,200
| -1% | -$21.4K | 0.7% | 61 |
|
|
2014
Q4 | $1.36M | Hold |
495,279
| – | – | 0.64% | 61 |
|
|
2014
Q3 | $1.26M | Sell |
495,279
-500
| -0.1% | -$1.28K | 0.59% | 70 |
|
|
2014
Q2 | $1.24M | Sell |
495,779
-4,500
| -0.9% | -$11.2K | 0.49% | 80 |
|
|
2014
Q1 | $1.69M | Buy |
500,279
+6,500
| +1% | +$21.9K | 0.71% | 53 |
|
|
2013
Q4 | $1.48M | Sell |
493,779
-4,200
| -0.8% | -$12.6K | 0.62% | 62 |
|
|
2013
Q3 | $986K | Sell |
497,979
-5,000
| -1% | -$9.9K | 0.44% | 84 |
|
|
2013
Q2 | $884K | Buy |
+502,979
| New | +$884K | 0.41% | 83 |
|