Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $174K | Sell |
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|
2024
Q2 | $167K | Buy |
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|
2024
Q1 | $169K | Sell |
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $142K | Sell |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $101K | Buy |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $916K | Sell |
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|
2020
Q4 | $930K | Buy |
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|
2020
Q3 | $854K | Sell |
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|
2020
Q2 | $850K | Buy |
|