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	2,765	–	–	0.03%	184
2025 Q2	$274K	Sell	2,765 -285	-9%	-$27.5K	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%	-$35.3K	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%	-$10.5K	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%	-$9.14K	0.02%	260
2022 Q2	$259K	Sell	3,670 -120	-3%	-$8.84K	0.02%	244
2022 Q1	$292K	Sell	3,790 -250	-6%	-$20K	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%	-$47.4K	0.03%	218
2020 Q4	$322K	Buy	+4,765	New	+$309K	0.03%	204