BFS
V icon

Bard Financial Services’s Visa V Stock Holding History

Bard Financial Services’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.36M Hold
6,915
– – 0.26% 82
2025
Q2 		$2.46M Sell
6,915
-3,005
-30% -$1.05M 0.29% 79
2025
Q1 		$3.48M Sell
9,920
-965
-9% -$327K 0.43% 60
2024
Q4 		$3.44M Sell
10,885
-75
-0.7% -$22.6K 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% -$30.8K 0.32% 69
2023
Q3 		$2.55M Buy
11,085
+5
+0% +$1.2K 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% -$101K 0.2% 106
2022
Q3 		$2.06M Sell
11,580
-500
-4% -$102K 0.19% 108
2022
Q2 		$2.38M Hold
12,080
– – 0.22% 98
2022
Q1 		$2.68M Buy
12,080
+250
+2% +$54.1K 0.22% 98
2021
Q4 		$2.56M Hold
11,830
– – 0.21% 101
2021
Q3 		$2.63M Buy
11,830
+20
+0.2% +$4.69K 0.23% 96
2021
Q2 		$2.76M Buy
11,810
+125
+1% +$28.6K 0.25% 94
2021
Q1 		$2.47M Hold
11,685
– – 0.24% 95
2020
Q4 		$2.56M Buy
+11,685
New +$2.39M 0.26% 92

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