Allied Investment 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 | $11.1M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $9.55M | Sell |
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|
2024
Q3 | $10.8M | Buy |
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|
2024
Q2 | $9.81M | Buy |
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|
2024
Q1 | $9.96M | Buy |
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|
2023
Q4 | $8.76M | Buy |
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|
2023
Q3 | $7.76M | Buy |
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|
2023
Q2 | $8.5M | Buy |
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|
2023
Q1 | $7.66M | Buy |
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|
2022
Q4 | $6.9M | Buy |
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|
2022
Q3 | $5.32M | Buy |
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|
2022
Q2 | $5.68M | Buy |
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|
2022
Q1 | $5.89M | Buy |
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|
2021
Q4 | $6.15M | Buy |
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|
2021
Q3 | $5.7M | Sell |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $3.27M | Buy |
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|
2020
Q2 | $2.8M | Buy |
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