BFS
Bard Financial Services’s AT&T T Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
228,830
-1,250
| -0.5% | -$36.2K | 0.79% | 36 |
|
|
2025
Q1 | $6.51M | Sell |
230,080
-2,095
| -0.9% | -$59.2K | 0.8% | 37 |
|
|
2024
Q4 | $5.29M | Sell |
232,175
-2,250
| -1% | -$51.2K | 0.63% | 45 |
|
|
2024
Q3 | $5.16M | Sell |
234,425
-45,520
| -16% | -$1M | 0.61% | 44 |
|
|
2024
Q2 | $5.35M | Sell |
279,945
-4,630
| -2% | -$88.5K | 0.55% | 47 |
|
|
2024
Q1 | $5.01M | Hold |
284,575
| – | – | 0.53% | 51 |
|
|
2023
Q4 | $4.78M | Buy |
284,575
+8,300
| +3% | +$139K | 0.54% | 49 |
|
|
2023
Q3 | $4.15M | Buy |
276,275
+12,500
| +5% | +$188K | 0.51% | 52 |
|
|
2023
Q2 | $4.21M | Buy |
263,775
+2,060
| +0.8% | +$32.9K | 0.32% | 74 |
|
|
2023
Q1 | $5.04M | Buy |
261,715
+5,290
| +2% | +$102K | 0.4% | 67 |
|
|
2022
Q4 | $4.72M | Buy |
256,425
+17,410
| +7% | +$321K | 0.4% | 62 |
|
|
2022
Q3 | $3.67M | Buy |
239,015
+28,350
| +13% | +$435K | 0.34% | 74 |
|
|
2022
Q2 | $4.42M | Buy |
210,665
+36,425
| +21% | +$764K | 0.4% | 60 |
|
|
2022
Q1 | $4.18M | Buy |
174,240
+16,370
| +10% | +$392K | 0.34% | 75 |
|
|
2021
Q4 | $3.88M | Sell |
157,870
-5,075
| -3% | -$125K | 0.31% | 78 |
|
|
2021
Q3 | $4.4M | Buy |
162,945
+12,815
| +9% | +$346K | 0.39% | 68 |
|
|
2021
Q2 | $4.32M | Buy |
150,130
+6,375
| +4% | +$183K | 0.38% | 69 |
|
|
2021
Q1 | $4.35M | Sell |
143,755
-1,690
| -1% | -$51.2K | 0.42% | 67 |
|
|
2020
Q4 | $4.18M | Buy |
+145,445
| New | +$4.18M | 0.42% | 64 |
|