Douglas Lane & Associates’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 | $206K | Sell |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $262K | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $256K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $249K | Sell |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $252K | Buy |
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