Atwood & Palmer’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 | $359K | Hold |
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|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $369K | Buy |
|
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|
2024
Q3 | $413K | Hold |
|
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|
2024
Q2 | $383K | Sell |
|
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|
2024
Q1 | $400K | Hold |
|
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|
2023
Q4 | $360K | Hold |
|
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|
2023
Q3 | $323K | Hold |
|
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|
2023
Q2 | $358K | Buy |
|
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|
2023
Q1 | $323K | Hold |
|
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $317K | Hold |
|
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $339K | Hold |
|
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|
2021
Q2 | $337K | Sell |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $305K | Hold |
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|
2020
Q3 | $282K | Sell |
|
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|
2020
Q2 | $265K | Buy |
|