BFS
Bard Financial Services’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Hold |
166,950
| – | – | 0.62% | 49 |
|
|
2025
Q1 | $5.7M | Buy |
166,950
+7,500
| +5% | +$256K | 0.7% | 43 |
|
|
2024
Q4 | $5M | Sell |
159,450
-16,425
| -9% | -$515K | 0.6% | 49 |
|
|
2024
Q3 | $5.12M | Sell |
175,875
-11,250
| -6% | -$327K | 0.6% | 45 |
|
|
2024
Q2 | $5.42M | Buy |
187,125
+7,500
| +4% | +$217K | 0.56% | 46 |
|
|
2024
Q1 | $5.24M | Sell |
179,625
-550
| -0.3% | -$16K | 0.56% | 50 |
|
|
2023
Q4 | $4.75M | Sell |
180,175
-4,350
| -2% | -$115K | 0.53% | 50 |
|
|
2023
Q3 | $5.05M | Buy |
184,525
+1,250
| +0.7% | +$34.2K | 0.62% | 43 |
|
|
2023
Q2 | $4.83M | Hold |
183,275
| – | – | 0.37% | 68 |
|
|
2023
Q1 | $4.75M | Buy |
183,275
+7,750
| +4% | +$201K | 0.38% | 69 |
|
|
2022
Q4 | $4.23M | Buy |
175,525
+9,250
| +6% | +$223K | 0.36% | 68 |
|
|
2022
Q3 | $3.95M | Buy |
166,275
+14,250
| +9% | +$339K | 0.37% | 66 |
|
|
2022
Q2 | $3.71M | Buy |
152,025
+13,000
| +9% | +$317K | 0.34% | 73 |
|
|
2022
Q1 | $3.59M | Sell |
139,025
-4,000
| -3% | -$103K | 0.29% | 87 |
|
|
2021
Q4 | $3.14M | Buy |
143,025
+4,950
| +4% | +$109K | 0.25% | 91 |
|
|
2021
Q3 | $2.99M | Buy |
138,075
+750
| +0.5% | +$16.2K | 0.26% | 91 |
|
|
2021
Q2 | $3.31M | Buy |
137,325
+10,225
| +8% | +$247K | 0.29% | 86 |
|
|
2021
Q1 | $2.8M | Buy |
127,100
+2,700
| +2% | +$59.5K | 0.27% | 89 |
|
|
2020
Q4 | $2.44M | Buy |
+124,400
| New | +$2.44M | 0.24% | 93 |
|