Bard Financial Services’s AT&T T Stock Holding History

Bard Financial Services’s Portfolio T Stock Details T Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.5M	Buy	230,080 +1,250	+0.5%	+$35.5K	0.71%	40
2025 Q2	$6.62M	Sell	228,830 -1,250	-0.5%	-$34.4K	0.79%	36
2025 Q1	$6.51M	Sell	230,080 -2,095	-0.9%	-$52.7K	0.8%	37
2024 Q4	$5.29M	Sell	232,175 -2,250	-1%	-$50.6K	0.63%	45
2024 Q3	$5.16M	Sell	234,425 -45,520	-16%	-$906K	0.61%	44
2024 Q2	$5.35M	Sell	279,945 -4,630	-2%	-$80.5K	0.55%	47
2024 Q1	$5.01M	Hold	284,575	–	–	0.53%	51
2023 Q4	$4.78M	Buy	284,575 +8,300	+3%	+$131K	0.54%	49
2023 Q3	$4.15M	Buy	276,275 +12,500	+5%	+$183K	0.51%	52
2023 Q2	$4.21M	Buy	263,775 +2,060	+0.8%	+$35.1K	0.32%	74
2023 Q1	$5.04M	Buy	261,715 +5,290	+2%	+$101K	0.4%	67
2022 Q4	$4.72M	Buy	256,425 +17,410	+7%	+$312K	0.4%	62
2022 Q3	$3.67M	Buy	239,015 +28,350	+13%	+$516K	0.34%	74
2022 Q2	$4.42M	Sell	210,665 -20,029	-9%	-$399K	0.4%	60
2022 Q1	$4.18M	Buy	230,694 +21,674	+10%	+$401K	0.34%	75
2021 Q4	$3.88M	Sell	209,020 -6,719	-3%	-$126K	0.31%	78
2021 Q3	$4.4M	Buy	215,739 +16,967	+9%	+$356K	0.39%	68
2021 Q2	$4.32M	Buy	198,772 +8,440	+4%	+$192K	0.38%	69
2021 Q1	$4.35M	Sell	190,332 -2,237	-1%	-$49.5K	0.42%	67
2020 Q4	$4.18M	Buy	+192,569	New	+$4.15M	0.42%	64

Other funds holding T

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return