Dumont & Blake Investment Advisors’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 | $749K | Buy |
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|
2025
Q2 | $809K | Buy |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $838K | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $792K | Buy |
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|
2023
Q4 | $704K | Sell |
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|
2023
Q3 | $650K | Buy |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $711K | Buy |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $208K | Buy |
|