Fidelis Capital Partners’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
$315K Sell
2025
Q2
$304K Buy
2025
Q1
$324K Sell
2024
Q4
$344K Buy
2024
Q3
$366K Sell
2024
Q2
$333K Buy
2024
Q1
$352K Buy
2023
Q4
$299K Buy
2023
Q3
$243K Buy
2023
Q2
$267K Buy
2023
Q1
$250K Buy