Abbrea Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $961K | Hold |
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|
2023
Q3 | $862K | Hold |
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|
2023
Q2 | $956K | Buy |
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|
2023
Q1 | $868K | Sell |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $732K | Sell |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $944K | Hold |
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|
2021
Q3 | $892K | Hold |
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|
2021
Q2 | $886K | Sell |
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|
2021
Q1 | $744K | Sell |
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|
2020
Q4 | $735K | Sell |
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|
2020
Q3 | $683K | Sell |
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|
2020
Q2 | $625K | Buy |
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