BFS
Bard Financial Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Sell |
50,442
-1,025
| -2% | -$187K | 1.1% | 24 |
|
|
2025
Q1 | $8.17M | Buy |
51,467
+590
| +1% | +$93.7K | 1% | 28 |
|
|
2024
Q4 | $6.12M | Sell |
50,877
-1,525
| -3% | -$184K | 0.73% | 41 |
|
|
2024
Q3 | $6.36M | Sell |
52,402
-23,670
| -31% | -$2.87M | 0.75% | 41 |
|
|
2024
Q2 | $7.71M | Sell |
76,072
-1,125
| -1% | -$114K | 0.8% | 34 |
|
|
2024
Q1 | $7.07M | Sell |
77,197
-2,025
| -3% | -$186K | 0.75% | 38 |
|
|
2023
Q4 | $7.45M | Sell |
79,222
-600
| -0.8% | -$56.4K | 0.84% | 34 |
|
|
2023
Q3 | $7.39M | Buy |
79,822
+2,175
| +3% | +$201K | 0.91% | 30 |
|
|
2023
Q2 | $7.58M | Sell |
77,647
-975
| -1% | -$95.2K | 0.57% | 51 |
|
|
2023
Q1 | $7.65M | Sell |
78,622
-6,425
| -8% | -$625K | 0.61% | 43 |
|
|
2022
Q4 | $8.61M | Sell |
85,047
-2,450
| -3% | -$248K | 0.73% | 34 |
|
|
2022
Q3 | $7.26M | Sell |
87,497
-575
| -0.7% | -$47.7K | 0.68% | 36 |
|
|
2022
Q2 | $8.7M | Sell |
88,072
-2,165
| -2% | -$214K | 0.79% | 32 |
|
|
2022
Q1 | $8.48M | Buy |
90,237
+2,750
| +3% | +$258K | 0.69% | 37 |
|
|
2021
Q4 | $8.31M | Buy |
87,487
+2,650
| +3% | +$252K | 0.67% | 40 |
|
|
2021
Q3 | $8.04M | Buy |
84,837
+650
| +0.8% | +$61.6K | 0.71% | 36 |
|
|
2021
Q2 | $8.38M | Buy |
84,187
+7,905
| +10% | +$787K | 0.75% | 36 |
|
|
2021
Q1 | $6.77M | Buy |
76,282
+5,545
| +8% | +$492K | 0.66% | 43 |
|
|
2020
Q4 | $5.86M | Buy |
+70,737
| New | +$5.86M | 0.59% | 46 |
|