Bard Financial Services, Inc. Purchases and Sells in Q4 2024

Bard Financial Services, Inc.

$819 Million
Q4 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	3.8K + 0.78%	$221.69 - $259.02 $841K - $983K	489K $122M
TSLA	6.35K + 92.76%	$213.65 - $479.86 $1.36M - $3.04M	13.2K $5.32M
WMT	1.1K + 0.35%	$79.1 - $95.7 $87K - $105K	312K $28.2M
AMZN	475 + 0.86%	$180.88 - $232.93 $85.9K - $111K	55.7K $12.2M
GOOGL	1.11K + 1.91%	$161.86 - $196.66 $180K - $218K	59.1K $11.2M
NVDA	1.18K + 1.45%	$117.0 - $148.88 $137K - $175K	82K $11M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DNP	86.5K New	$8.82 - $9.96 $763K - $861K	86.5K $762K
CODI	8.93K New	$20.56 - $24.27 $183K - $217K	8.93K $205K
MVIS	127K New	N/A	127K $133K
F	12.3K New	$9.69 - $11.4 $119K - $141K	12.3K $122K
BLACKROCK INC NEW COM	3.95K New	N/A	3.95K $0
LAM RESH CORP COM NEW	33.8K New	N/A	33.8K $0

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVS	-15.7K - 9.96%	$43.78 - $67.46 $687K - $1.06M	142K $6.37M
NVO	-3.5K - 3.94%	$85.0 - $120.04 $298K - $420K	85.4K $7.35M
MSFT	-2.4K - 1.51%	$406.35 - $454.46 $975K - $1.09M	157K $66.1M
AMGN	-875 - 3.1%	$258.78 - $328.31 $226K - $287K	27.3K $7.12M
KO	-1.63K - 0.89%	$61.74 - $71.71 $100K - $117K	181K $11.3M
JNJ	-214 - 0.21%	$143.34 - $165.86 $30.7K - $35.5K	100K $14.5M

Activity Summary All Purchases 42 New Holdings 6 Increased Positions 36 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bard Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bard Financial Services, Inc. with notifications on news.