D.J. St. Germain’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 | $273K | Sell |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $266K | Hold |
|
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|
2024
Q3 | $299K | Sell |
|
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|
2024
Q2 | $281K | Sell |
|
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $273K | Sell |
|
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $260K | Buy |
|
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|
2022
Q4 | $222 | Sell |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $264K | Sell |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $292K | Buy |
|