Connecticut Wealth 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
Q2 | $10.4M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $9.34M | Sell |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.66M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.61M | Buy |
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|
2023
Q3 | $8.62M | Buy |
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|
2023
Q2 | $9.54M | Sell |
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|
2023
Q1 | $9.07M | Sell |
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|
2022
Q4 | $24.5M | Sell |
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|
2022
Q3 | $28.6M | Sell |
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|
2022
Q2 | $31.7M | Buy |
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|
2022
Q1 | $34.5M | Buy |
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|
2021
Q4 | $27.2M | Sell |
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|
2021
Q3 | $25.7M | Sell |
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|
2021
Q2 | $25.6M | Sell |
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|
2021
Q1 | $21.5M | Sell |
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|
2020
Q4 | $21.4M | Sell |
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|
2020
Q3 | $19.9M | Sell |
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|
2020
Q2 | $18.2M | Buy |
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