Asset Dedication LLC’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 | $216K | Buy |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $224K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $193K | Sell |
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|
2022
Q3 | $162K | Sell |
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|
2022
Q2 | $177K | Sell |
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|
2022
Q1 | $198K | Sell |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $159K | Sell |
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|
2020
Q4 | $238K | Sell |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $218K | Buy |
|