Bard Financial Services’s DuPont de Nemours DD Stock Holding History

Bard Financial Services’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,123	Closed	-$203K	–	209
2024 Q4	$203K	Hold	2,123	–	–	0.02%	189
2024 Q3	$237K	Sell	2,123 -335	-14%	-$34.1K	0.03%	185
2024 Q2	$248K	Sell	2,458 -83	-3%	-$8.13K	0.03%	195
2024 Q1	$245K	Sell	2,541 -757	-23%	-$67.3K	0.03%	201
2023 Q4	$318K	Sell	3,298 -16	-0.5%	-$1.46K	0.04%	185
2023 Q3	$310K	Hold	3,314	–	–	0.04%	177
2023 Q2	$297K	Hold	3,314	–	–	0.02%	258
2023 Q1	$299K	Hold	3,314	–	–	0.02%	262
2022 Q4	$286K	Hold	3,314	–	–	0.02%	248
2022 Q3	$210K	Hold	3,314	–	–	0.02%	269
2022 Q2	$231K	Sell	3,314 -128	-4%	-$10.5K	0.02%	258
2022 Q1	$318K	Hold	3,442	–	–	0.03%	237
2021 Q4	$349K	Hold	3,442	–	–	0.03%	215
2021 Q3	$294K	Hold	3,442	–	–	0.03%	226
2021 Q2	$334K	Sell	3,442 -83	-2%	-$8.34K	0.03%	214
2021 Q1	$342K	Hold	3,525	–	–	0.03%	206
2020 Q4	$315K	Buy	+3,525	New	+$277K	0.03%	207

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Financial Services's DD Position: Q1 2025 in Review

Bard Financial Services sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 2,123 shares — an estimated $203K sold.

Bard Financial Services first reported a position in DD in Q4 2020 and held it in 17 quarters. The position peaked at $349K in Q4 2021. 1,396 funds tracked by Wall St. Rank hold DD as of Q1 2025.

Bard Financial Services reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
Bard Financial Services sold 2,123 DuPont de Nemours shares in Q1 2025, an estimated $203K.
Bard Financial Services first reported a position in DuPont de Nemours in Q4 2020 and held it in 17 quarters.
Bard Financial Services's DuPont de Nemours position peaked at $349K in Q4 2021.
1,396 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on Bard Financial Services's 13F filing for Q1 2025, filed 15 Apr 2025.