Addison Advisors’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
Q2 | $346K | Buy |
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|
2025
Q1 | $358K | Buy |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $360K | Buy |
|
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $340K | Sell |
|
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $87K | Sell |
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|
2022
Q1 | $147K | Buy |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $33K | Buy |
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|
2020
Q4 | $27K | Buy |
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