BFS
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Bard Financial Services’s Morgan Stanley MS Stock Holding History

Bard Financial Services’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.94M Hold
12,180
– – 0.21% 89
2025
Q2 		$1.72M Hold
12,180
– – 0.2% 92
2025
Q1 		$1.42M Hold
12,180
– – 0.17% 98
2024
Q4 		$1.53M Sell
12,180
-250
-2% -$30.8K 0.18% 97
2024
Q3 		$1.3M Sell
12,430
-1,875
-13% -$189K 0.15% 103
2024
Q2 		$1.39M Hold
14,305
– – 0.14% 102
2024
Q1 		$1.35M Buy
14,305
+55
+0.4% +$4.84K 0.14% 102
2023
Q4 		$1.33M Buy
14,250
+1,155
+9% +$92.4K 0.15% 104
2023
Q3 		$1.07M Buy
13,095
+475
+4% +$41.2K 0.13% 109
2023
Q2 		$1.08M Buy
12,620
+125
+1% +$10.7K 0.08% 166
2023
Q1 		$1.1M Hold
12,495
– – 0.09% 165
2022
Q4 		$1.06M Hold
12,495
– – 0.09% 159
2022
Q3 		$987K Buy
12,495
+1,125
+10% +$94.8K 0.09% 155
2022
Q2 		$864K Buy
11,370
+2,375
+26% +$195K 0.08% 163
2022
Q1 		$786K Buy
8,995
+1,675
+23% +$162K 0.06% 164
2021
Q4 		$719K Buy
7,320
+875
+14% +$87.2K 0.06% 172
2021
Q3 		$627K Buy
6,445
+400
+7% +$39.6K 0.06% 169
2021
Q2 		$554K Buy
6,045
+1,700
+39% +$146K 0.05% 179
2021
Q1 		$337K Buy
+4,345
New +$333K 0.03% 207

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return