Anchor Investment Management’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 | $111K | Hold |
|
|||||
|
2025
Q2 | $120K | Sell |
|
|||||
|
2025
Q1 | $146K | Sell |
|
|||||
|
2024
Q4 | $187K | Sell |
|
|||||
|
2024
Q3 | $261K | Hold |
|
|||||
|
2024
Q2 | $242K | Sell |
|
|||||
|
2024
Q1 | $260K | Hold |
|
|||||
|
2023
Q4 | $234K | Hold |
|
|||||
|
2023
Q3 | $210K | Hold |
|
|||||
|
2023
Q2 | $233K | Hold |
|
|||||
|
2023
Q1 | $221K | Hold |
|
|||||
|
2022
Q4 | $205K | Hold |
|
|||||
|
2022
Q3 | $167K | Sell |
|
|||||
|
2022
Q2 | $189K | Sell |
|
|||||
|
2022
Q1 | $209K | Hold |
|
|||||
|
2021
Q4 | $237K | Hold |
|
|||||
|
2021
Q3 | $224K | Sell |
|
|||||
|
2021
Q2 | $224K | Sell |
|
|||||
|
2021
Q1 | $194K | Sell |
|
|||||
|
2020
Q4 | $200K | Sell |
|
|||||
|
2020
Q3 | $205K | Sell |
|
|||||
|
2020
Q2 | $263K | Buy |
|