Bard Financial Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Hold |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $322K | Buy |
|