Avity Investment 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 | $239K | Hold |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $207K | Hold |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $209K | Buy |
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