Bard Financial Services’s Dow Inc DOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,595	Closed	-$475K	–	207
2025 Q1	$475K	Sell	13,595 -420	-3%	-$16.1K	0.06%	151
2024 Q4	$562K	Hold	14,015	–	–	0.07%	137
2024 Q3	$766K	Buy	14,015 +6,465	+86%	+$341K	0.09%	127
2024 Q2	$401K	Hold	7,550	–	–	0.04%	164
2024 Q1	$437K	Sell	7,550 -330	-4%	-$18.2K	0.05%	161
2023 Q4	$432K	Sell	7,880 -160	-2%	-$8.18K	0.05%	163
2023 Q3	$415K	Hold	8,040	–	–	0.05%	159
2023 Q2	$428K	Hold	8,040	–	–	0.03%	226
2023 Q1	$441K	Hold	8,040	–	–	0.04%	220
2022 Q4	$405K	Sell	8,040 -125	-2%	-$6.11K	0.03%	218
2022 Q3	$359K	Hold	8,165	–	–	0.03%	219
2022 Q2	$421K	Hold	8,165	–	–	0.04%	206
2022 Q1	$520K	Buy	8,165 +2,625	+47%	+$158K	0.04%	190
2021 Q4	$314K	Hold	5,540	–	–	0.03%	228
2021 Q3	$319K	Hold	5,540	–	–	0.03%	218
2021 Q2	$351K	Sell	5,540 -105	-2%	-$6.93K	0.03%	211
2021 Q1	$361K	Sell	5,645 -265	-4%	-$15.9K	0.04%	203
2020 Q4	$328K	Buy	+5,910	New	+$305K	0.03%	200

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

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

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return