Aureus Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $3.88M | Sell |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.2M | Sell |
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|
2024
Q1 | $4.41M | Buy |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $4.33M | Sell |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $2.51M | Sell |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $2.63M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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