Atlas Capital 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 | $135K | Hold |
|
|||||
|
2025
Q1 | $141K | Hold |
|
|||||
|
2024
Q4 | $126K | Buy |
|
|||||
|
2024
Q3 | $1.46K | Sell |
|
|||||
|
2024
Q2 | $131K | Buy |
|
|||||
|
2024
Q1 | $1.39K | Sell |
|
|||||
|
2023
Q4 | $122K | Hold |
|
|||||
|
2023
Q3 | $110K | Hold |
|
|||||
|
2023
Q2 | $121K | Hold |
|
|||||
|
2023
Q1 | $115K | Hold |
|
|||||
|
2022
Q4 | $107K | Hold |
|
|||||
|
2022
Q3 | $87K | Hold |
|
|||||
|
2022
Q2 | $96.4K | Hold |
|
|||||
|
2022
Q1 | $105K | Hold |
|
|||||
|
2021
Q4 | $119K | Hold |
|
|||||
|
2021
Q3 | $112K | Sell |
|
|||||
|
2021
Q2 | $124K | Sell |
|
|||||
|
2021
Q1 | $205K | Hold |
|
|||||
|
2020
Q4 | $203K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $171K | Buy |
|