BFS
Bard Financial Services’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
4,025
-200
| -5% | -$19.3K | 0.05% | 157 |
|
|
2025
Q1 | $388K | Buy |
4,225
+400
| +10% | +$36.7K | 0.05% | 161 |
|
|
2024
Q4 | $433K | Hold |
3,825
| – | – | 0.05% | 154 |
|
|
2024
Q3 | $417K | Sell |
3,825
-250
| -6% | -$27.2K | 0.05% | 163 |
|
|
2024
Q2 | $470K | Sell |
4,075
-250
| -6% | -$28.8K | 0.05% | 155 |
|
|
2024
Q1 | $527K | Sell |
4,325
-250
| -5% | -$30.5K | 0.06% | 150 |
|
|
2023
Q4 | $493K | Sell |
4,575
-500
| -10% | -$53.8K | 0.06% | 154 |
|
|
2023
Q3 | $532K | Hold |
5,075
| – | – | 0.07% | 141 |
|
|
2023
Q2 | $569K | Sell |
5,075
-125
| -2% | -$14K | 0.04% | 201 |
|
|
2023
Q1 | $587K | Sell |
5,200
-500
| -9% | -$56.5K | 0.05% | 201 |
|
|
2022
Q4 | $622K | Buy |
5,700
+125
| +2% | +$13.6K | 0.05% | 191 |
|
|
2022
Q3 | $585K | Buy |
5,575
+1,100
| +25% | +$115K | 0.05% | 182 |
|
|
2022
Q2 | $508K | Buy |
+4,475
| New | +$508K | 0.05% | 194 |
|