Diversified Trust’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 | $654K | Sell |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | $704K | Buy |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $495K | Sell |
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|
2023
Q4 | $447K | Sell |
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|
2023
Q3 | $4.46M | Sell |
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|
2023
Q2 | $5.1M | Buy |
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|
2023
Q1 | $4.65M | Buy |
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|
2022
Q4 | $4.28M | Buy |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $4.05M | Sell |
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|
2022
Q1 | $4.62M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $504K | Sell |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $471K | Hold |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $286K | Buy |
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