Close Asset Management’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 | $2.25M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $2.33M | Hold |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $2.7M | Sell |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $2.61M | Hold |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.44M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.5M | Hold |
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|
2021
Q4 | $2.5M | Sell |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $2.27M | Sell |
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|
2021
Q1 | $1.97M | Buy |
|