BFS
Bard Financial Services’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9M | Sell |
13,990
-115
| -0.8% | -$81.4K | 1.18% | 20 |
|
|
2025
Q1 | $7.71M | Sell |
14,105
-10
| -0.1% | -$5.46K | 0.94% | 32 |
|
|
2024
Q4 | $8.08M | Sell |
14,115
-100
| -0.7% | -$57.3K | 0.97% | 27 |
|
|
2024
Q3 | $7.04M | Sell |
14,215
-480
| -3% | -$238K | 0.83% | 36 |
|
|
2024
Q2 | $6.65M | Sell |
14,695
-125
| -0.8% | -$56.5K | 0.69% | 39 |
|
|
2024
Q1 | $6.19M | Buy |
14,820
+5
| +0% | +$2.09K | 0.66% | 42 |
|
|
2023
Q4 | $5.72M | Buy |
14,815
+145
| +1% | +$55.9K | 0.64% | 43 |
|
|
2023
Q3 | $4.75M | Buy |
14,670
+590
| +4% | +$191K | 0.59% | 46 |
|
|
2023
Q2 | $4.54M | Buy |
14,080
+50
| +0.4% | +$16.1K | 0.34% | 72 |
|
|
2023
Q1 | $4.59M | Sell |
14,030
-450
| -3% | -$147K | 0.37% | 71 |
|
|
2022
Q4 | $4.97M | Buy |
14,480
+1,830
| +14% | +$628K | 0.42% | 58 |
|
|
2022
Q3 | $3.71M | Buy |
12,650
+2,975
| +31% | +$872K | 0.35% | 73 |
|
|
2022
Q2 | $2.87M | Buy |
9,675
+4,725
| +95% | +$1.4M | 0.26% | 90 |
|
|
2022
Q1 | $1.63M | Buy |
4,950
+650
| +15% | +$215K | 0.13% | 118 |
|
|
2021
Q4 | $1.65M | Buy |
4,300
+25
| +0.6% | +$9.56K | 0.13% | 116 |
|
|
2021
Q3 | $1.62M | Sell |
4,275
-250
| -6% | -$94.5K | 0.14% | 117 |
|
|
2021
Q2 | $1.72M | Buy |
4,525
+825
| +22% | +$313K | 0.15% | 111 |
|
|
2021
Q1 | $1.21M | Buy |
3,700
+2,475
| +202% | +$809K | 0.12% | 126 |
|
|
2020
Q4 | $323K | Buy |
+1,225
| New | +$323K | 0.03% | 202 |
|