Courier Capital’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
$254K Hold
2025
Q1
$265K Buy
2024
Q4
$224K Sell
2024
Q3
$313K Hold
2024
Q2
$290K Hold
2024
Q1
$299K Sell
2023
Q4
$335K Sell
2023
Q3
$302K Sell
2023
Q2
$337K Sell
2023
Q1
$404K Sell
2022
Q4
$421K Sell
2022
Q3
$348K Hold
2022
Q2
$385K Sell
2022
Q1
$675K Sell
2021
Q4
$887K Sell
2021
Q3
$901K Sell
2021
Q2
$986K Sell
2021
Q1
$878K Sell
2020
Q4
$906K Sell
2020
Q3
$876K Sell
2020
Q2
$1.43M Sell
2020
Q1
$1.29M Buy