Bell Investment 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 | $351K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $373K | Hold |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $352K | Hold |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $30K | Buy |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $18K | Buy |
|