Garrison Point Advisors’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 | $552K | Sell |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $597K | Hold |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $476K | Hold |
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|
2023
Q2 | $528K | Hold |
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|
2023
Q1 | $501K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $471K | Buy |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $447K | Sell |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $363K | Buy |
|