Covestor’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 | $127K | Buy |
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|
2025
Q2 | $107K | Sell |
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|
2025
Q1 | $132K | Buy |
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|
2024
Q4 | $22K | Sell |
|
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|
2024
Q3 | $113K | Sell |
|
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|
2024
Q2 | $105K | Sell |
|
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|
2024
Q1 | $108K | Buy |
|
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|
2023
Q4 | $90K | Buy |
|
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|
2023
Q3 | $63K | Sell |
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|
2023
Q2 | $70K | Buy |
|
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|
2023
Q1 | $66K | Sell |
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|
2022
Q4 | $72K | Buy |
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|
2022
Q3 | $50K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $11K | Buy |
|