Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $720K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $599K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $136K | Sell |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $106K | Sell |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $131K | Sell |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $206K | Buy |
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