BFS
Bard Financial Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
2,870
-250
| -8% | -$38.1K | 0.05% | 152 |
|
|
2025
Q1 | $458K | Hold |
3,120
| – | – | 0.06% | 153 |
|
|
2024
Q4 | $403K | Sell |
3,120
-375
| -11% | -$48.4K | 0.05% | 157 |
|
|
2024
Q3 | $478K | Buy |
+3,495
| New | +$478K | 0.06% | 145 |
|
|
2024
Q1 | – | Sell |
-2,147
| Closed | -$235K | – | 235 |
|
|
2023
Q4 | $235K | Sell |
2,147
-345
| -14% | -$37.7K | 0.03% | 208 |
|
|
2023
Q3 | $233K | Sell |
2,492
-150
| -6% | -$14K | 0.03% | 199 |
|
|
2023
Q2 | $265K | Sell |
2,642
-215
| -8% | -$21.5K | 0.02% | 266 |
|
|
2023
Q1 | $300K | Sell |
2,857
-130
| -4% | -$13.7K | 0.02% | 258 |
|
|
2022
Q4 | $358K | Sell |
2,987
-475
| -14% | -$56.9K | 0.03% | 234 |
|
|
2022
Q3 | $383K | Buy |
3,462
+250
| +8% | +$27.7K | 0.04% | 215 |
|
|
2022
Q2 | $416K | Hold |
3,212
| – | – | 0.04% | 208 |
|
|
2022
Q1 | $478K | Sell |
3,212
-119
| -4% | -$17.7K | 0.04% | 196 |
|
|
2021
Q4 | $592K | Buy |
3,331
+5
| +0.2% | +$889 | 0.05% | 177 |
|
|
2021
Q3 | $584K | Sell |
3,326
-496
| -13% | -$87.1K | 0.05% | 172 |
|
|
2021
Q2 | $759K | Buy |
3,822
+4
| +0.1% | +$794 | 0.07% | 162 |
|
|
2021
Q1 | $736K | Buy |
3,818
+5
| +0.1% | +$964 | 0.07% | 156 |
|
|
2020
Q4 | $667K | Buy |
+3,813
| New | +$667K | 0.07% | 162 |
|