Checchi Capital Advisers’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 | $369K | Sell |
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|
2025
Q2 | $456K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $439K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $302K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $223K | Sell |
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|
2020
Q3 | $210K | Buy |
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