Bard Financial Services’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.9M	Sell	13,740 -250	-2%	-$185K	1.2%	20
2025 Q2	$9.9M	Sell	13,990 -115	-0.8%	-$66.6K	1.18%	20
2025 Q1	$7.71M	Sell	14,105 -10	-0.1%	-$6.02K	0.94%	32
2024 Q4	$8.08M	Sell	14,115 -100	-0.7%	-$55.8K	0.97%	27
2024 Q3	$7.04M	Sell	14,215 -480	-3%	-$235K	0.83%	36
2024 Q2	$6.65M	Sell	14,695 -125	-0.8%	-$54.9K	0.69%	39
2024 Q1	$6.19M	Buy	14,820 +5	+0%	+$1.94K	0.66%	42
2023 Q4	$5.72M	Buy	14,815 +145	+1%	+$48.4K	0.64%	43
2023 Q3	$4.75M	Buy	14,670 +590	+4%	+$197K	0.59%	46
2023 Q2	$4.54M	Buy	14,080 +50	+0.4%	+$16.4K	0.34%	72
2023 Q1	$4.59M	Sell	14,030 -450	-3%	-$157K	0.37%	71
2022 Q4	$4.97M	Buy	14,480 +1,830	+14%	+$637K	0.42%	58
2022 Q3	$3.71M	Buy	12,650 +2,975	+31%	+$964K	0.35%	73
2022 Q2	$2.87M	Buy	9,675 +4,725	+95%	+$1.47M	0.26%	90
2022 Q1	$1.63M	Buy	4,950 +650	+15%	+$230K	0.13%	118
2021 Q4	$1.65M	Buy	4,300 +25	+0.6%	+$9.9K	0.13%	116
2021 Q3	$1.62M	Sell	4,275 -250	-6%	-$97.6K	0.14%	117
2021 Q2	$1.72M	Buy	4,525 +825	+22%	+$295K	0.15%	111
2021 Q1	$1.21M	Buy	3,700 +2,475	+202%	+$771K	0.12%	126
2020 Q4	$323K	Buy	+1,225	New	+$273K	0.03%	202

Other funds holding GS

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return