Fiduciary Group’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 | $385K | Sell |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $425K | Hold |
|
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $406K | Buy |
|
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $370K | Buy |
|
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $447K | Sell |
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|
2021
Q3 | $430K | Sell |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $420K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $1.02M | Buy |
|