Court Place 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 | – | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $246K | Sell |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $293K | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $285K | Buy |
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