Capital Advisors Ltd’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
Q3 | $43K | Sell |
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|
2025
Q2 | $53K | Buy |
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|
2025
Q1 | $49K | Sell |
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|
2024
Q4 | $44K | Hold |
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|
2024
Q3 | $49K | Hold |
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|
2024
Q2 | $46K | Sell |
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|
2024
Q1 | $47K | Sell |
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|
2023
Q4 | $47K | Hold |
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|
2023
Q3 | $42K | Hold |
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|
2023
Q2 | $46K | Buy |
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|
2023
Q1 | $16K | Sell |
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|
2022
Q4 | $14K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $72K | Hold |
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|
2021
Q1 | $60K | Hold |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $55K | Hold |
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|
2020
Q2 | $50K | Buy |
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