BFS
Bard Financial Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
6,915
-3,005
| -30% | -$1.07M | 0.29% | 79 |
|
|
2025
Q1 | $3.48M | Sell |
9,920
-965
| -9% | -$338K | 0.43% | 60 |
|
|
2024
Q4 | $3.44M | Sell |
10,885
-75
| -0.7% | -$23.7K | 0.41% | 61 |
|
|
2024
Q3 | $3.01M | Hold |
10,960
| – | – | 0.36% | 63 |
|
|
2024
Q2 | $2.88M | Hold |
10,960
| – | – | 0.3% | 69 |
|
|
2024
Q1 | $3.06M | Hold |
10,960
| – | – | 0.32% | 71 |
|
|
2023
Q4 | $2.85M | Sell |
10,960
-125
| -1% | -$32.5K | 0.32% | 69 |
|
|
2023
Q3 | $2.55M | Buy |
11,085
+5
| +0% | +$1.15K | 0.32% | 69 |
|
|
2023
Q2 | $2.63M | Hold |
11,080
| – | – | 0.2% | 102 |
|
|
2023
Q1 | $2.5M | Hold |
11,080
| – | – | 0.2% | 100 |
|
|
2022
Q4 | $2.3M | Sell |
11,080
-500
| -4% | -$104K | 0.2% | 106 |
|
|
2022
Q3 | $2.06M | Sell |
11,580
-500
| -4% | -$88.8K | 0.19% | 108 |
|
|
2022
Q2 | $2.38M | Hold |
12,080
| – | – | 0.22% | 98 |
|
|
2022
Q1 | $2.68M | Buy |
12,080
+250
| +2% | +$55.4K | 0.22% | 98 |
|
|
2021
Q4 | $2.56M | Hold |
11,830
| – | – | 0.21% | 101 |
|
|
2021
Q3 | $2.64M | Buy |
11,830
+20
| +0.2% | +$4.46K | 0.23% | 96 |
|
|
2021
Q2 | $2.76M | Buy |
11,810
+125
| +1% | +$29.2K | 0.25% | 94 |
|
|
2021
Q1 | $2.47M | Hold |
11,685
| – | – | 0.24% | 95 |
|
|
2020
Q4 | $2.56M | Buy |
+11,685
| New | +$2.56M | 0.26% | 92 |
|