Forte Capital’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 | $433K | Hold |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $459K | Sell |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $399K | Sell |
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|
2020
Q2 | $377K | Buy |
|