Arax Advisory Partners’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 | $158K | Sell |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $57.5K | Buy |
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|
2024
Q3 | $44.4K | Sell |
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|
2024
Q2 | $44.5K | Buy |
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|
2024
Q1 | $42.2K | Buy |
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|
2023
Q4 | $37.5K | Buy |
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|
2023
Q3 | $33.6K | Buy |
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|
2023
Q2 | $37.1K | Buy |
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|
2023
Q1 | $35.1K | Buy |
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|
2022
Q4 | $32.5K | Buy |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $36K | Hold |
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|
2021
Q3 | $34K | Hold |
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|
2021
Q2 | $34K | Buy |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $24K | Buy |
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