Cary Street Partners Investment Advisory’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 | $189K | Buy |
|
|||||
|
2025
Q1 | $195K | Buy |
|
|||||
|
2024
Q4 | $172K | Sell |
|
|||||
|
2024
Q3 | $728K | Buy |
|
|||||
|
2024
Q2 | $655K | Buy |
|
|||||
|
2024
Q1 | $672K | Buy |
|
|||||
|
2023
Q4 | $599K | Buy |
|
|||||
|
2023
Q3 | $395K | Buy |
|
|||||
|
2023
Q2 | $417K | Hold |
|
|||||
|
2023
Q1 | $395K | Sell |
|
|||||
|
2022
Q4 | $390K | Buy |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $340K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $41K | Buy |
|