Bard Financial Services’s Toyota TM Stock Holding History

Bard Financial Services’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$311K	Hold	1,625	–	–	0.03%	171
2025 Q2	$280K	Hold	1,625	–	–	0.03%	175
2025 Q1	$287K	Hold	1,625	–	–	0.04%	180
2024 Q4	$316K	Hold	1,625	–	–	0.04%	170
2024 Q3	$290K	Hold	1,625	–	–	0.03%	179
2024 Q2	$333K	Hold	1,625	–	–	0.03%	176
2024 Q1	$409K	Buy	1,625 +125	+8%	+$27.7K	0.04%	168
2023 Q4	$275K	Hold	1,500	–	–	0.03%	196
2023 Q3	$270K	Hold	1,500	–	–	0.03%	187
2023 Q2	$241K	Hold	1,500	–	–	0.02%	273
2023 Q1	$213K	Hold	1,500	–	–	0.02%	295
2022 Q4	$205K	Buy	+1,500	New	+$209K	0.02%	279
2022 Q3	–	Sell	-1,500	Closed	-$231K	–	298
2022 Q2	$231K	Hold	1,500	–	–	0.02%	259
2022 Q1	$270K	Hold	1,500	–	–	0.02%	253
2021 Q4	$278K	Hold	1,500	–	–	0.02%	245
2021 Q3	$267K	Hold	1,500	–	–	0.02%	235
2021 Q2	$262K	Hold	1,500	–	–	0.02%	233
2021 Q1	$234K	Hold	1,500	–	–	0.02%	233
2020 Q4	$232K	Buy	+1,500	New	+$210K	0.02%	233

Other funds holding TM

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Bank of America

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return