Bard Financial Services’s GSK GSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.83M	Buy	158,145 +23,400	+17%	+$914K	0.75%	38
2025 Q2	$5.17M	Buy	134,745 +12,500	+10%	+$478K	0.62%	50
2025 Q1	$4.74M	Buy	122,245 +43,150	+55%	+$1.58M	0.58%	50
2024 Q4	$2.67M	Buy	79,095 +21,950	+38%	+$790K	0.32%	72
2024 Q3	$2.34M	Sell	57,145 -8,000	-12%	-$327K	0.28%	77
2024 Q2	$2.51M	Sell	65,145 -1,400	-2%	-$58.9K	0.26%	78
2024 Q1	$2.85M	Buy	66,545 +25,500	+62%	+$1.05M	0.3%	74
2023 Q4	$1.52M	Buy	41,045 +34,100	+491%	+$1.22M	0.17%	99
2023 Q3	$252K	Buy	6,945 +700	+11%	+$24.8K	0.03%	193
2023 Q2	$223K	Hold	6,245	–	–	0.02%	288
2023 Q1	$222K	Hold	6,245	–	–	0.02%	288
2022 Q4	$219K	Buy	+6,245	New	+$208K	0.02%	272
2021 Q1	–	Sell	-8,196	Closed	-$377K	–	264
2020 Q4	$377K	Buy	+8,196	New	+$376K	0.04%	190

Other funds holding GSK

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

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

Fisher Asset Management

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return