Colonial Trust 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
Q2 | $229K | Hold |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $251K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $433K | Hold |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $417K | Hold |
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|
2020
Q3 | $385K | Sell |
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|
2020
Q2 | $413K | Buy |
|