Delta Asset 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
$6.66M Sell
2025
Q1
$7.04M Sell
2024
Q4
$6.51M Sell
2024
Q3
$7.37M Sell
2024
Q2
$7.01M Sell
2024
Q1
$7.31M Buy
2023
Q4
$6.54M Sell
2023
Q3
$5.98M Buy
2023
Q2
$6.49M Buy
2023
Q1
$5.96M Buy
2022
Q4
$5.24M Buy
2022
Q3
$4.27M Buy
2022
Q2
$4.67M Sell
2022
Q1
$5.14M Buy
2021
Q4
$5.57M Buy
2021
Q3
$4.98M Buy
2021
Q2
$4.73M Buy
2021
Q1
$3.91M Buy
2020
Q4
$3.75M Buy
2020
Q3
$3.44M Sell
2020
Q2
$3.18M Buy