Bard Financial Services, Inc. Closed Holding Positions

Bard Financial Services, Inc.

  • $840 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CTVA
Corteva, Inc.

Basic Materials
Q2 2022 Filed on Jul 06, 2022
3,685
$50.93 - $63.17 $188K - $233K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
7,500
$20.29 - $27.29 $152K - $205K
MAIN
Main Street Capital Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
5,000
$34.59 - $43.65 $173K - $218K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2022 Filed on Jul 06, 2022
2,000
$90.98 - $107.0 $182K - $214K
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
975
$181.58 - $368.0 $177K - $359K
CANO
Cano Health, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
12,500
$4.14 - $6.67 $51.7K - $83.4K
WELL
Welltower Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
2,775
$77.45 - $97.82 $215K - $271K
Peoples Utd Finl Inc Com
Q2 2022 Filed on Jul 06, 2022
54,765
N/A
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
320
$30.35 - $72.73 $9.71K - $23.3K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
4,050
$20.6 - $46.53 $83.4K - $188K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2,480
$57.51 - $145.19 $143K - $360K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
1,825
$73.24 - $157.01 $134K - $287K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2022 Filed on Apr 13, 2022
13,875
$16.04 - $18.42 $223K - $256K
SYK
Stryker Corp

Healthcare
Q1 2022 Filed on Apr 13, 2022
1,700
$245.33 - $277.77 $417K - $472K
MNMDXXXX
Mind Medicine Mindmed Inc
Q1 2022 Filed on Apr 13, 2022
15,000
N/A
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q1 2022 Filed on Apr 13, 2022
3,500
$39.42 - $62.97 $138K - $220K
CYBN
Cybin Inc.

Healthcare
Q1 2022 Filed on Apr 13, 2022
17,500
$0.74 - $1.22 $13K - $21.4K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Jan 24, 2022
1,860,668
$5.03 - $5.49 $9.36M - $10.2M
EWG
Ishares Msci Germany ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
6,000
$32.92 - $35.34 $198K - $212K
General Elec CO Com
Q3 2021 Filed on Oct 15, 2021
272,620
N/A
XPER
Xperi Holding Corp

Technology
Q3 2021 Filed on Oct 15, 2021
9,500
$18.8 - $21.9 $179K - $208K
EQIX
Equinix Inc

Real Estate
Q3 2021 Filed on Oct 15, 2021
250
$786.38 - $882.83 $197K - $221K
Alexion Pharmaceuticals Inc Com
Q3 2021 Filed on Oct 15, 2021
1,175
N/A
Anheuser Busch Inbev Sa Nv Shs
Q3 2021 Filed on Oct 15, 2021
3,000
N/A
XLK
Technology Sector Spdr

ETFs
Q3 2021 Filed on Oct 15, 2021
2,500
$147.91 - $159.7 $370K - $399K
BYRN
Byrna Technologies Inc.

Industrials
Q3 2021 Filed on Oct 15, 2021
15,000
$20.93 - $29.9 $314K - $449K
CNP
Centerpoint Energy Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
9,420
$24.43 - $26.9 $230K - $253K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Oct 15, 2021
525
$302.92 - $479.5 $159K - $252K
Byrna Technologies Inc Com
Q2 2021 Filed on Jul 13, 2021
100,000
N/A
PINS
Pinterest, Inc.

Communication Services
Q2 2021 Filed on Jul 13, 2021
3,950
$55.45 - $85.98 $219K - $340K
Charlies Hldgs Inc Com
Q2 2021 Filed on Jul 13, 2021
200,000
N/A
Ishares Gold Tr Ishares
Q2 2021 Filed on Jul 13, 2021
65,500
N/A
REET
Ishares Global Reit ETF

ETFs
Q1 2021 Filed on May 14, 2021
9,500
$23.2 - $26.09 $220K - $248K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2021 Filed on May 14, 2021
6,200
$42.87 - $44.08 $266K - $273K
SRET
Global X Fds Superdividend Rei

ETFs
Q1 2021 Filed on May 14, 2021
16,100
$26.19 - $29.04 $422K - $468K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on May 14, 2021
10,245
$34.27 - $40.01 $351K - $410K
Bristol Myers Squibb CO Cont Val Rts
Q1 2021 Filed on May 14, 2021
19,875
N/A
CSX
Csx Corp

Industrials
Q1 2021 Filed on May 14, 2021
2,250
$27.96 - $32.55 $62.9K - $73.2K
Track This Portfolio

Track Bard Financial Services, Inc. Portfolio

Follow Bard Financial Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email