Foster & Motley’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 | $294K | Sell |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $394K | Hold |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $299K | Sell |
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|
2022
Q2 | $359K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $358K | Sell |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $917K | Buy |
|