Capital Analysts LLC’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 | $91K | Hold |
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|
2025
Q2 | $98K | Hold |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $72K | Buy |
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|
2024
Q3 | $75K | Buy |
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|
2024
Q2 | $69K | Sell |
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|
2024
Q1 | $73K | Buy |
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|
2023
Q4 | $65K | Buy |
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|
2023
Q3 | $59K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2023
Q1 | $47K | Sell |
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|
2022
Q4 | $50K | Buy |
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|
2022
Q3 | $40K | Sell |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $282K | Buy |
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|
2020
Q2 | $256K | Buy |
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