Cobblestone Capital Advisors’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 | $233K | Sell |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $214K | Buy |
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