GHP Investment 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
Q3 | $198K | Sell |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $442K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $619K | Buy |
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