Excalibur 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 | $439K | Sell |
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|
2025
Q1 | $467K | Hold |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $387K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $400K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $393K | Buy |
|