Gratus 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
2024
Q2
$251K Buy
2024
Q1
$243K Hold
2023
Q4
$219K Sell
2023
Q3
$202K Hold
2023
Q2
$224K Sell
2023
Q1
$216K Buy