Clearstead Trust’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 | $73.6K | Hold |
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|
2025
Q2 | $79.7K | Hold |
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|
2025
Q1 | $83.1K | Sell |
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|
2024
Q4 | $93.1K | Buy |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $96.3K | Sell |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $79K | Buy |
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|
2023
Q3 | $70.7K | Buy |
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|
2023
Q2 | $78.2K | Sell |
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|
2023
Q1 | $82.4K | Buy |
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|
2022
Q4 | $76K | Sell |
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|
2022
Q3 | $65K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $14K | Buy |
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