Everett Harris & Co’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 | $413K | Hold |
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|
2025
Q2 | $447K | Sell |
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|
2025
Q1 | $513K | Hold |
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|
2024
Q4 | $460K | Hold |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $339K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $539K | Hold |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $577K | Hold |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $478K | Sell |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $451K | Buy |
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