BFS
Bard Financial Services’s Albemarle ALB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
+29,515
| New | +$1.85M | 0.22% | 88 |
|
|
2024
Q2 | – | Sell |
-1,685
| Closed | -$222K | – | 223 |
|
|
2024
Q1 | $222K | Sell |
1,685
-250
| -13% | -$32.9K | 0.02% | 207 |
|
|
2023
Q4 | $280K | Buy |
1,935
+385
| +25% | +$55.6K | 0.03% | 193 |
|
|
2023
Q3 | $264K | Hold |
1,550
| – | – | 0.03% | 190 |
|
|
2023
Q2 | $346K | Hold |
1,550
| – | – | 0.03% | 243 |
|
|
2023
Q1 | $343K | Buy |
1,550
+125
| +9% | +$27.6K | 0.03% | 247 |
|
|
2022
Q4 | $309K | Buy |
1,425
+200
| +16% | +$43.4K | 0.03% | 244 |
|
|
2022
Q3 | $324K | Hold |
1,225
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $256K | Buy |
1,225
+50
| +4% | +$10.4K | 0.02% | 245 |
|
|
2022
Q1 | $260K | Buy |
1,175
+300
| +34% | +$66.4K | 0.02% | 259 |
|
|
2021
Q4 | $205K | Sell |
875
-75
| -8% | -$17.6K | 0.02% | 268 |
|
|
2021
Q3 | $208K | Buy |
+950
| New | +$208K | 0.02% | 257 |
|