Brookstone Capital 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
Q4 | – | Sell |
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|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $257K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $242K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $219K | Buy |
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