BFS
Bard Financial Services’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
2,765
-285
| -9% | -$28.2K | 0.03% | 178 |
|
|
2025
Q1 | $315K | Hold |
3,050
| – | – | 0.04% | 176 |
|
|
2024
Q4 | $282K | Hold |
3,050
| – | – | 0.03% | 176 |
|
|
2024
Q3 | $317K | Sell |
3,050
-370
| -11% | -$38.5K | 0.04% | 176 |
|
|
2024
Q2 | $329K | Hold |
3,420
| – | – | 0.03% | 177 |
|
|
2024
Q1 | $340K | Hold |
3,420
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $306K | Hold |
3,420
| – | – | 0.03% | 187 |
|
|
2023
Q3 | $275K | Hold |
3,420
| – | – | 0.03% | 186 |
|
|
2023
Q2 | $304K | Sell |
3,420
-125
| -4% | -$11.1K | 0.02% | 254 |
|
|
2023
Q1 | $299K | Hold |
3,545
| – | – | 0.02% | 261 |
|
|
2022
Q4 | $278K | Hold |
3,545
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $226K | Sell |
3,545
-125
| -3% | -$7.97K | 0.02% | 260 |
|
|
2022
Q2 | $259K | Sell |
3,670
-120
| -3% | -$8.47K | 0.02% | 244 |
|
|
2022
Q1 | $292K | Sell |
3,790
-250
| -6% | -$19.3K | 0.02% | 244 |
|
|
2021
Q4 | $352K | Hold |
4,040
| – | – | 0.03% | 214 |
|
|
2021
Q3 | $332K | Hold |
4,040
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $330K | Hold |
4,040
| – | – | 0.03% | 217 |
|
|
2021
Q1 | $277K | Sell |
4,040
-725
| -15% | -$49.7K | 0.03% | 218 |
|
|
2020
Q4 | $322K | Buy |
+4,765
| New | +$322K | 0.03% | 204 |
|